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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 | $35,021 | $50,554-30.7% | $67,681-48.3% | $87,485-60.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 7.90% | 17.81%-9.9pp | 590.58%-582.7pp | 26.06%-18.2pp |
| Employer contribution / active EE | $959 | $1,988-51.8% | $2,678-64.2% | $2,596-63.0% |
| Participant deferral / active EE | $3,300 | $2,961+11.4% | $3,976-17.0% | $4,274-22.8% |
| Admin fee / account holder | $4 | $4,132-99.9% | $6,100-99.9% | $7,775-99.9% |