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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 | $39,888 | $110,379-63.9% | $102,412-61.1% | $145,884-72.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.92% | 24.84%-19.9pp | 24.94%-20.0pp | 551.85%-546.9pp |
| Employer contribution / active EE | $1,279 | $4,216-69.7% | $3,870-67.0% | $4,662-72.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |