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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 | $30,368 | $124,330-75.6% | $109,173-72.2% | $167,536-81.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.87% | 26.04%-19.2pp | 25.75%-18.9pp | 478.82%-471.9pp |
| Employer contribution / active EE | $1,691 | $4,209-59.8% | $3,723-54.6% | $4,839-65.1% |
| Participant deferral / active EE | $3,420 | $5,256-34.9% | $4,654-26.5% | $6,342-46.1% |
| Admin fee / account holder | $2 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |