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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 | $16,553 | $85,171-80.6% | $172,753-90.4% | $72,976-77.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.17% | 27.32%-24.2pp | 803.00%-799.8pp | 81.02%-77.8pp |
| Employer contribution / active EE | $2,562 | $3,324-22.9% | $5,144-50.2% | $2,440+5.0% |
| Participant deferral / active EE | $3,580 | $3,260+9.8% | $5,198-31.1% | $3,608-0.8% |
| Admin fee / account holder | $123 | $5,880-97.9% | $13,956-99.1% | $5,124-97.6% |