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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 | $49,990 | $98,240-49.1% | $82,312-39.3% | $147,586-66.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 4.30% | 30.85%-26.6pp | 25.88%-21.6pp | 578.59%-574.3pp |
| Employer contribution / active EE | $1,323 | $3,192-58.5% | $2,428-45.5% | $4,876-72.9% |
| Participant deferral / active EE | $5,064 | $4,383+15.5% | $3,706+36.6% | $5,439-6.9% |
| Admin fee / account holder | $297 | $8,563-96.5% | $5,608-94.7% | $10,886-97.3% |