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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 | $23,504 | $103,038-77.2% | $90,324-74.0% | $152,909-84.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 8.50% | 95.25%-86.7pp | 78.15%-69.6pp | 345.46%-337.0pp |
| Employer contribution / active EE | $833 | $3,141-73.5% | $2,856-70.8% | $4,764-82.5% |
| Participant deferral / active EE | $911 | $4,282-78.7% | $3,885-76.6% | $5,851-84.4% |
| Admin fee / account holder | $47 | $6,177-99.2% | $5,356-99.1% | $11,601-99.6% |