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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 | $46,838 | $100,139-53.2% | $85,187-45.0% | $145,884-67.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.44% | 84.15%-76.7pp | 66.67%-59.2pp | 551.85%-544.4pp |
| Employer contribution / active EE | $1,124 | $3,238-65.3% | $2,732-58.9% | $4,662-75.9% |
| Participant deferral / active EE | $7,644 | $5,296+44.4% | $4,525+68.9% | $6,690+14.3% |
| Admin fee / account holder | $74 | $7,262-99.0% | $6,162-98.8% | $13,392-99.4% |