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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 | $25,563 | $127,298-79.9% | $109,916-76.7% | $167,553-84.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 5.74% | 22.97%-17.2pp | 29.46%-23.7pp | 478.89%-473.1pp |
| Employer contribution / active EE | $410 | $3,325-87.7% | $2,844-85.6% | $4,840-91.5% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $178 | $7,119-97.5% | $6,069-97.1% | $12,316-98.6% |