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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 | $31,487 | $103,387-69.5% | $87,102-63.9% | $152,885-79.4% |
| Participation rate | 95.7% | 79.4%+16.3pp | 76.9%+18.8pp | 82.5%+13.2pp |
| Annual return | 4.31% | 28.10%-23.8pp | 28.19%-23.9pp | 345.39%-341.1pp |
| Employer contribution / active EE | $5,078 | $3,221+57.7% | $2,521+101.4% | $4,763+6.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |