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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 | $28,670 | $58,828-51.3% | $78,002-63.2% | $62,881-54.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 3.61% | 17.16%-13.5pp | 425.99%-422.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $3,764 | $1,672+125.2% | $2,470+52.4% | $2,281+65.0% |
| Participant deferral / active EE | $3,140 | $2,686+16.9% | $3,497-10.2% | $3,203-2.0% |
| Admin fee / account holder | $194 | $4,393-95.6% | $5,481-96.5% | $4,296-95.5% |