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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 | $66,747 | $103,038-35.2% | $90,324-26.1% | $152,909-56.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.04% | 95.25%-89.2pp | 78.15%-72.1pp | 345.46%-339.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $25,000 | $4,282+483.9% | $3,885+543.4% | $5,851+327.3% |
| Admin fee / account holder | $61 | $6,177-99.0% | $5,356-98.9% | $11,601-99.5% |