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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,687 | $27,936-76.1% | $58,561-88.6% | $75,173-91.1% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 4.97% | 44.21%-39.2pp | 4251.33%-4246.4pp | 160.72%-155.8pp |
| Employer contribution / active EE | $3,998 | $670+497.1% | $1,053+279.5% | $2,671+49.7% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |