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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 | $17,040 | $118,919-85.7% | $88,538-80.8% | $152,897-88.9% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 1.99% | 47.92%-45.9pp | 43.64%-41.7pp | 345.43%-343.4pp |
| Employer contribution / active EE | $1,956 | $2,669-26.7% | $2,098-6.8% | $4,764-58.9% |
| Participant deferral / active EE | $5,853 | $3,549+64.9% | $2,914+100.8% | $5,8510% |
| Admin fee / account holder | $16 | $5,876-99.7% | $4,310-99.6% | $11,599-99.9% |