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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 | $19,119 | $85,169-77.6% | $172,755-88.9% | $72,983-73.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 1.32% | 27.32%-26.0pp | 802.94%-801.6pp | 81.01%-79.7pp |
| Employer contribution / active EE | $680 | $3,324-79.6% | $5,144-86.8% | $2,440-72.1% |
| Participant deferral / active EE | $1,411 | $3,260-56.7% | $5,198-72.9% | $3,608-60.9% |
| Admin fee / account holder | $212 | $5,880-96.4% | $13,955-98.5% | $5,124-95.9% |