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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 | $44,966 | $106,905-57.9% | $84,020-46.5% | $152,885-70.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.28% | 105.00%-100.7pp | 71.31%-67.0pp | 345.39%-341.1pp |
| Employer contribution / active EE | $2,067 | $2,735-24.4% | $1,984+4.2% | $4,763-56.6% |
| Participant deferral / active EE | $13,628 | $4,012+239.7% | $3,239+320.8% | $5,851+132.9% |
| Admin fee / account holder | $28 | $8,287-99.7% | $6,101-99.5% | $11,598-99.8% |