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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 | $55,457-36.9% | $77,361-54.7% | $94,015-62.7% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 7.90% | 15.57%-7.7pp | 1011.54%-1003.6pp | 17.84%-9.9pp |
| Employer contribution / active EE | $959 | $2,255-57.5% | $2,990-67.9% | $2,790-65.6% |
| Participant deferral / active EE | $3,300 | $3,069+7.5% | $3,911-15.6% | $4,249-22.3% |
| Admin fee / account holder | $4 | $4,334-99.9% | $5,894-99.9% | $8,951-100.0% |