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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 | $31,955 | $93,346-65.8% | $71,796-55.5% | $273,972-88.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.38% | 130.39%-130.0pp | 78.04%-77.7pp | 41.46%-41.1pp |
| Employer contribution / active EE | $11,547 | $2,733+322.5% | $1,924+500.0% | $4,869+137.2% |
| Participant deferral / active EE | $14,571 | $3,475+319.3% | $2,794+421.4% | $5,287+175.6% |
| Admin fee / account holder | $18 | $6,571-99.7% | $4,815-99.6% | $10,133-99.8% |