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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 | $30,965 | $39,028-20.7% | $80,741-61.6% | $85,856-63.9% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 4.58% | 26.31%-21.7pp | 87.30%-82.7pp | 318.58%-314.0pp |
| Employer contribution / active EE | $3,225 | $722+346.6% | $1,160+178.0% | $2,565+25.7% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $295 | $2,429-87.9% | $3,380-91.3% | $6,261-95.3% |