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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 | $30,384 | $93,346-67.4% | $71,796-57.7% | $273,972-88.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.12% | 130.39%-130.3pp | 78.04%-77.9pp | 41.46%-41.3pp |
| Employer contribution / active EE | $1,441 | $2,733-47.3% | $1,924-25.1% | $4,869-70.4% |
| Participant deferral / active EE | $3,476 | $3,4750% | $2,794+24.4% | $5,287-34.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |