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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 | $47,479-26.2% | $62,929-44.3% | $82,448-57.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 7.90% | 20.34%-12.4pp | 1063.93%-1056.0pp | 41.64%-33.7pp |
| Employer contribution / active EE | $959 | $1,885-49.1% | $2,505-61.7% | $2,551-62.4% |
| Participant deferral / active EE | $3,300 | $2,870+15.0% | $3,888-15.1% | $4,139-20.3% |
| Admin fee / account holder | $4 | $3,804-99.9% | $5,065-99.9% | $7,234-99.9% |