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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 | $106,894-78.0% | $84,016-72.1% | $152,870-84.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 3.25% | 104.99%-101.7pp | 71.31%-68.1pp | 345.34%-342.1pp |
| Employer contribution / active EE | $3,106 | $2,734+13.6% | $1,983+56.6% | $4,763-34.8% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $140 | $8,286-98.3% | $6,101-97.7% | $11,597-98.8% |