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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 | $46,568 | $103,392-55.0% | $87,104-46.5% | $152,897-69.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 9.01% | 28.10%-19.1pp | 28.19%-19.2pp | 345.43%-336.4pp |
| Employer contribution / active EE | $1,500 | $3,221-53.4% | $2,521-40.5% | $4,764-68.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $84 | $12,194-99.3% | $7,491-98.9% | $11,599-99.3% |