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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 | $16,083 | $103,008-84.4% | $90,304-82.2% | $152,897-89.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 4.54% | 95.22%-90.7pp | 78.13%-73.6pp | 345.43%-340.9pp |
| Employer contribution / active EE | $1,573 | $3,139-49.9% | $2,855-44.9% | $4,764-67.0% |
| Participant deferral / active EE | $2,675 | $4,281-37.5% | $3,885-31.1% | $5,851-54.3% |
| Admin fee / account holder | $5 | $6,175-99.9% | $5,354-99.9% | $11,599-100.0% |