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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 | $15,440 | $100,901-84.7% | $75,501-79.5% | $147,586-89.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 5.63% | 35.78%-30.2pp | 27.35%-21.7pp | 578.59%-573.0pp |
| Employer contribution / active EE | $1,266 | $3,253-61.1% | $2,352-46.2% | $4,876-74.0% |
| Participant deferral / active EE | $1,879 | $4,027-53.3% | $3,142-40.2% | $5,439-65.4% |
| Admin fee / account holder | $140 | $11,285-98.8% | $5,801-97.6% | $10,886-98.7% |