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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 | $17,315 | $76,312-77.3% | $67,221-74.2% | $158,950-89.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.12% | 22.77%-16.7pp | 20.72%-14.6pp | 302.91%-296.8pp |
| Employer contribution / active EE | $3,125 | $4,476-30.2% | $3,723-16.1% | $4,762-34.4% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $4,384-100.0% | $5,983-100.0% |
| Admin fee / account holder | $284 | $8,005-96.5% | $5,844-95.1% | $11,248-97.5% |