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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 | $3,042 | $29,736-89.8% | $56,033-94.6% | $80,935-96.2% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 8.52% | 35.28%-26.8pp | 1711.38%-1702.9pp | 35.66%-27.1pp |
| Employer contribution / active EE | $256 | $671-61.9% | $1,041-75.4% | $2,757-90.7% |
| Participant deferral / active EE | $603 | $1,228-50.9% | $1,954-69.1% | $4,299-86.0% |
| Admin fee / account holder | $135 | $2,434-94.4% | $2,827-95.2% | $6,924-98.0% |