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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 | $15,377 | $103,038-85.1% | $90,324-83.0% | $152,909-89.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 8.34% | 95.25%-86.9pp | 78.15%-69.8pp | 345.46%-337.1pp |
| Employer contribution / active EE | $1,754 | $3,141-44.2% | $2,856-38.6% | $4,764-63.2% |
| Participant deferral / active EE | $7,860 | $4,282+83.6% | $3,885+102.3% | $5,851+34.3% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |