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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 | $104,946 | $116,360-9.8% | $65,566+60.1% | $139,466-24.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 1.14% | 31.23%-30.1pp | 47.40%-46.3pp | 373.66%-372.5pp |
| Employer contribution / active EE | $499 | $2,600-80.8% | $1,692-70.5% | $4,754-89.5% |
| Participant deferral / active EE | $807 | $4,242-81.0% | $2,832-71.5% | $6,712-88.0% |
| Admin fee / account holder | $0 | $6,701-100.0% | $4,114-100.0% | $11,409-100.0% |