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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 | $37,406 | $124,351-69.9% | $109,188-65.7% | $167,553-77.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.50% | 26.04%-16.5pp | 25.76%-16.3pp | 478.89%-469.4pp |
| Employer contribution / active EE | $6,867 | $4,210+63.1% | $3,723+84.4% | $4,840+41.9% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $20 | $7,975-99.7% | $6,755-99.7% | $12,316-99.8% |