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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 | $32,893 | $99,053-66.8% | $88,179-62.7% | $138,895-76.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 5.31% | 78.17%-72.9pp | 64.97%-59.7pp | 145.39%-140.1pp |
| Employer contribution / active EE | $8,889 | $2,882+208.4% | $2,549+248.7% | $4,194+111.9% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $121 | $8,748-98.6% | $7,673-98.4% | $12,562-99.0% |