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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 | $23,785 | $110,801-78.5% | $86,615-72.5% | $167,536-85.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 5.42% | 116.96%-111.5pp | 63.51%-58.1pp | 478.82%-473.4pp |
| Employer contribution / active EE | $1,409 | $3,245-56.6% | $2,496-43.5% | $4,839-70.9% |
| Participant deferral / active EE | $1,761 | $4,547-61.3% | $3,699-52.4% | $6,342-72.2% |
| Admin fee / account holder | $293 | $8,417-96.5% | $5,830-95.0% | $12,315-97.6% |