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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 | $14,222 | $103,038-86.2% | $90,324-84.3% | $152,909-90.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 2.35% | 95.25%-92.9pp | 78.15%-75.8pp | 345.46%-343.1pp |
| Employer contribution / active EE | $1,129 | $3,141-64.0% | $2,856-60.5% | $4,764-76.3% |
| Participant deferral / active EE | $2,220 | $4,282-48.2% | $3,885-42.9% | $5,851-62.1% |
| Admin fee / account holder | $15 | $6,177-99.8% | $5,356-99.7% | $11,601-99.9% |