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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 | $3,928 | $63,888-93.9% | - | $139,487-97.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | - | 80.3%+19.7pp |
| Annual return | 4.88% | 4.63%+0.3pp | - | 373.84%-369.0pp |
| Employer contribution / active EE | $1,890 | $6,848-72.4% | - | $4,755-60.2% |
| Participant deferral / active EE | $268 | $2,924-90.8% | - | $6,713-96.0% |
| Admin fee / account holder | $220 | $4,487-95.1% | - | $11,407-98.1% |