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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 | $17,724 | $100,901-82.4% | $75,501-76.5% | $147,586-88.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 0.88% | 35.78%-34.9pp | 27.35%-26.5pp | 578.59%-577.7pp |
| Employer contribution / active EE | $2,267 | $3,253-30.3% | $2,352-3.6% | $4,876-53.5% |
| Participant deferral / active EE | $3,933 | $4,027-2.3% | $3,142+25.2% | $5,439-27.7% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |