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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 | $28,773 | $103,038-72.1% | $90,324-68.1% | $152,909-81.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.10% | 95.25%-89.1pp | 78.15%-72.0pp | 345.46%-339.4pp |
| Employer contribution / active EE | $1,326 | $3,141-57.8% | $2,856-53.6% | $4,764-72.2% |
| Participant deferral / active EE | $1,867 | $4,282-56.4% | $3,885-52.0% | $5,851-68.1% |
| Admin fee / account holder | $278 | $6,177-95.5% | $5,356-94.8% | $11,601-97.6% |