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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 | $26,570 | $96,524-72.5% | $75,900-65.0% | $152,909-82.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 3.87% | 33.93%-30.1pp | 30.73%-26.9pp | 345.46%-341.6pp |
| Employer contribution / active EE | $4,012 | $3,311+21.2% | $2,501+60.4% | $4,764-15.8% |
| Participant deferral / active EE | $1,979 | $4,554-56.5% | $3,604-45.1% | $5,851-66.2% |
| Admin fee / account holder | $298 | $8,082-96.3% | $5,421-94.5% | $11,601-97.4% |