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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 | $45,807 | $103,000-55.5% | $90,300-49.3% | $152,885-70.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.95% | 95.19%-90.2pp | 78.11%-73.2pp | 345.39%-340.4pp |
| Employer contribution / active EE | $2,225 | $3,138-29.1% | $2,854-22.1% | $4,763-53.3% |
| Participant deferral / active EE | $1,098 | $4,281-74.3% | $3,884-71.7% | $5,851-81.2% |
| Admin fee / account holder | $103 | $6,173-98.3% | $5,353-98.1% | $11,598-99.1% |