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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 | $22,013 | $103,008-78.6% | $90,304-75.6% | $152,897-85.6% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.5%+10.9pp |
| Annual return | 4.06% | 95.22%-91.2pp | 78.13%-74.1pp | 345.43%-341.4pp |
| Employer contribution / active EE | $3,378 | $3,139+7.6% | $2,855+18.3% | $4,764-29.1% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $85 | $6,175-98.6% | $5,354-98.4% | $11,599-99.3% |