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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 | $15,360 | $107,666-85.7% | $102,184-85.0% | $154,746-90.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 3.00% | 29.33%-26.3pp | 31.58%-28.6pp | 172.34%-169.3pp |
| Employer contribution / active EE | $220 | $3,846-94.3% | $3,594-93.9% | $4,379-95.0% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $122 | $12,943-99.1% | $11,609-98.9% | $14,365-99.2% |