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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 | $13,975 | $81,276-82.8% | $155,574-91.0% | $80,925-82.7% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.7%+23.3pp |
| Annual return | 4.87% | 33.36%-28.5pp | 64.87%-60.0pp | 35.65%-30.8pp |
| Employer contribution / active EE | $722 | $3,103-76.7% | $4,676-84.6% | $2,756-73.8% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8 | $7,993-99.9% | $15,914-99.9% | $6,940-99.9% |