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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 | $16,518 | $103,000-84.0% | $90,300-81.7% | $152,885-89.2% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.5%+12.3pp |
| Annual return | 4.65% | 95.19%-90.5pp | 78.11%-73.5pp | 345.39%-340.7pp |
| Employer contribution / active EE | $166 | $3,138-94.7% | $2,854-94.2% | $4,763-96.5% |
| Participant deferral / active EE | $2,193 | $4,281-48.8% | $3,884-43.5% | $5,851-62.5% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |