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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 | $32,812 | $78,707-58.3% | $117,861-72.2% | $70,126-53.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 3.14% | 23.30%-20.2pp | 335.11%-332.0pp | 73.15%-70.0pp |
| Employer contribution / active EE | $1,889 | $2,223-15.0% | $3,786-50.1% | $2,343-19.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $218 | $5,066-95.7% | $8,021-97.3% | $4,645-95.3% |