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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 | $19,938 | $48,337-58.8% | $67,560-70.5% | $80,959-75.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.92% | 18.26%-7.3pp | 3533.50%-3522.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $486 | $2,023-76.0% | $2,737-82.2% | $2,757-82.4% |
| Participant deferral / active EE | $2,179 | $2,928-25.6% | $4,004-45.6% | $4,300-49.3% |
| Admin fee / account holder | $65 | $3,695-98.3% | $3,994-98.4% | $6,925-99.1% |