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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 | $23,295 | $69,248-66.4% | $64,101-63.7% | $139,466-83.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.56% | 45.95%-36.4pp | 33.72%-24.2pp | 373.66%-364.1pp |
| Employer contribution / active EE | $3,637 | $3,185+14.2% | $2,749+32.3% | $4,754-23.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $182 | $4,247-95.7% | $3,070-94.1% | $11,409-98.4% |