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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 | $31,662 | $100,203-68.4% | $85,240-62.9% | $145,897-78.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.07% | 84.28%-80.2pp | 66.75%-62.7pp | 552.29%-548.2pp |
| Employer contribution / active EE | $1,117 | $3,242-65.5% | $2,735-59.2% | $4,663-76.0% |
| Participant deferral / active EE | $9,600 | $5,299+81.2% | $4,527+112.1% | $6,689+43.5% |
| Admin fee / account holder | $35 | $7,265-99.5% | $6,165-99.4% | $13,390-99.7% |