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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 | $21,691 | $101,063-78.5% | $81,473-73.4% | $147,586-85.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 3.53% | 32.41%-28.9pp | 38.78%-35.3pp | 578.59%-575.1pp |
| Employer contribution / active EE | $1,194 | $3,206-62.8% | $2,568-53.5% | $4,876-75.5% |
| Participant deferral / active EE | $1,504 | $4,242-64.6% | $3,537-57.5% | $5,439-72.4% |
| Admin fee / account holder | $274 | $5,812-95.3% | $4,561-94.0% | $10,886-97.5% |