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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 | $23,394 | $96,508-75.8% | $75,901-69.2% | $152,897-84.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 1.32% | 33.99%-32.7pp | 30.76%-29.4pp | 345.43%-344.1pp |
| Employer contribution / active EE | $4,249 | $3,310+28.4% | $2,501+69.9% | $4,764-10.8% |
| Participant deferral / active EE | $4,249 | $4,554-6.7% | $3,603+17.9% | $5,851-27.4% |
| Admin fee / account holder | $69 | $8,081-99.1% | $5,420-98.7% | $11,599-99.4% |