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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 | $42,458 | $116,190-63.5% | $93,614-54.6% | $152,885-72.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 3.25% | 35.96%-32.7pp | 32.76%-29.5pp | 345.39%-342.1pp |
| Employer contribution / active EE | $2,932 | $3,219-8.9% | $2,718+7.8% | $4,763-38.5% |
| Participant deferral / active EE | $4,650 | $4,604+1.0% | $4,069+14.3% | $5,851-20.5% |
| Admin fee / account holder | $17 | $10,749-99.8% | $7,889-99.8% | $11,598-99.9% |