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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 | $44,779 | $98,240-54.4% | $82,312-45.6% | $147,586-69.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.33% | 30.85%-25.5pp | 25.88%-20.5pp | 578.59%-573.3pp |
| Employer contribution / active EE | $768 | $3,192-75.9% | $2,428-68.4% | $4,876-84.2% |
| Participant deferral / active EE | $1,536 | $4,383-64.9% | $3,706-58.5% | $5,439-71.8% |
| Admin fee / account holder | $19 | $8,563-99.8% | $5,608-99.7% | $10,886-99.8% |