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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 | $2,605 | $29,736-91.2% | $56,033-95.4% | $80,935-96.8% |
| Participation rate | 83.3% | 41.7%+41.6pp | 52.5%+30.8pp | 67.7%+15.7pp |
| Annual return | 6.14% | 35.28%-29.1pp | 1711.38%-1705.2pp | 35.66%-29.5pp |
| Employer contribution / active EE | $171 | $671-74.5% | $1,041-83.5% | $2,757-93.8% |
| Participant deferral / active EE | $456 | $1,228-62.9% | $1,954-76.7% | $4,299-89.4% |
| Admin fee / account holder | $124 | $2,434-94.9% | $2,827-95.6% | $6,924-98.2% |