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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 | $37,690 | $103,038-63.4% | $90,324-58.3% | $152,909-75.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.20% | 95.25%-89.0pp | 78.15%-71.9pp | 345.46%-339.3pp |
| Employer contribution / active EE | $3,114 | $3,141-0.8% | $2,856+9.0% | $4,764-34.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |