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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 | $41,791 | $98,766-57.7% | $149,730-72.1% | $79,852-47.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 2.83% | 27.43%-24.6pp | 276.70%-273.9pp | 31.72%-28.9pp |
| Employer contribution / active EE | $1,485 | $3,217-53.9% | $4,645-68.0% | $2,471-39.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $279 | $6,052-95.4% | $9,310-97.0% | $5,306-94.7% |