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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 | $11,180 | $97,078-88.5% | $103,065-89.2% | $145,897-92.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 6.52% | 25.49%-19.0pp | 23.95%-17.4pp | 552.29%-545.8pp |
| Employer contribution / active EE | $2,500 | $4,680-46.6% | $4,675-46.5% | $4,663-46.4% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $101 | $12,505-99.2% | $9,349-98.9% | $13,390-99.2% |