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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 | $51,184-31.6% | $66,439-47.3% | $86,983-59.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 7.90% | 17.07%-9.2pp | 757.66%-749.8pp | 25.83%-17.9pp |
| Employer contribution / active EE | $959 | $2,023-52.6% | $2,637-63.6% | $2,584-62.9% |
| Participant deferral / active EE | $3,300 | $2,927+12.7% | $3,876-14.9% | $4,194-21.3% |
| Admin fee / account holder | $4 | $4,154-99.9% | $6,173-99.9% | $7,856-99.9% |