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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 | $29,180 | $91,037-67.9% | $71,671-59.3% | $147,586-80.2% |
| Participation rate | 80.0% | 76.1%+3.9pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 6.83% | 20.48%-13.6pp | 20.65%-13.8pp | 578.59%-571.8pp |
| Employer contribution / active EE | $688 | $3,327-79.3% | $2,460-72.0% | $4,876-85.9% |
| Participant deferral / active EE | $1,248 | $4,498-72.3% | $3,438-63.7% | $5,439-77.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |