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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 | $22,980 | $103,000-77.7% | $90,300-74.6% | $152,885-85.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.63% | 95.19%-94.6pp | 78.11%-77.5pp | 345.39%-344.8pp |
| Employer contribution / active EE | $1,875 | $3,138-40.3% | $2,854-34.3% | $4,763-60.6% |
| Participant deferral / active EE | $10,773 | $4,281+151.7% | $3,884+177.3% | $5,851+84.1% |
| Admin fee / account holder | $55 | $6,173-99.1% | $5,353-99.0% | $11,598-99.5% |