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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 | $32,349 | $101,492-68.1% | - | $167,536-80.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | - | 82.1%+17.9pp |
| Annual return | 8.54% | 15.60%-7.1pp | - | 478.82%-470.3pp |
| Employer contribution / active EE | $6,783 | $3,097+119.0% | - | $4,839+40.2% |
| Participant deferral / active EE | $8,667 | $4,671+85.6% | - | $6,342+36.6% |
| Admin fee / account holder | $0 | $3,211-100.0% | - | $12,315-100.0% |