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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 | $14,777 | $50,554-70.8% | $67,681-78.2% | $87,485-83.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 3.97% | 17.81%-13.8pp | 590.58%-586.6pp | 26.06%-22.1pp |
| Employer contribution / active EE | $1,143 | $1,988-42.5% | $2,678-57.3% | $2,596-56.0% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $80 | $4,132-98.1% | $6,100-98.7% | $7,775-99.0% |