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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 | $31,113 | $103,038-69.8% | $90,324-65.6% | $152,909-79.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 5.11% | 95.25%-90.1pp | 78.15%-73.0pp | 345.46%-340.4pp |
| Employer contribution / active EE | $1,425 | $3,141-54.6% | $2,856-50.1% | $4,764-70.1% |
| Participant deferral / active EE | $3,889 | $4,282-9.2% | $3,885+0.1% | $5,851-33.5% |
| Admin fee / account holder | $10 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |