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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 | $8,365 | $69,248-87.9% | $64,101-87.0% | $139,466-94.0% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 9.51% | 45.95%-36.4pp | 33.72%-24.2pp | 373.66%-364.2pp |
| Employer contribution / active EE | $657 | $3,185-79.4% | $2,749-76.1% | $4,754-86.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $122 | $4,247-97.1% | $3,070-96.0% | $11,409-98.9% |