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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 | $23,465 | $106,923-78.1% | $84,023-72.1% | $152,909-84.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 3.25% | 105.02%-101.8pp | 71.32%-68.1pp | 345.46%-342.2pp |
| Employer contribution / active EE | $3,106 | $2,735+13.5% | $1,984+56.6% | $4,764-34.8% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $140 | $8,289-98.3% | $6,102-97.7% | $11,601-98.8% |