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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 | $8,408 | $34,316-75.5% | $74,722-88.7% | $72,975-88.5% |
| Participation rate | 77.8% | 42.4%+35.4pp | 54.5%+23.3pp | 69.5%+8.3pp |
| Annual return | 14.30% | 26.58%-12.3pp | 753.11%-738.8pp | 81.01%-66.7pp |
| Employer contribution / active EE | $396 | $692-42.7% | $1,084-63.4% | $2,440-83.8% |
| Participant deferral / active EE | $1,126 | $1,272-11.4% | $1,963-42.6% | $3,608-68.8% |
| Admin fee / account holder | $222 | $2,125-89.6% | $3,335-93.3% | $5,124-95.7% |