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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 | $17,054 | $172,111-90.1% | $150,298-88.7% | $137,256-87.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.37% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-211.0pp |
| Employer contribution / active EE | $2,541 | $4,636-45.2% | $4,154-38.8% | $4,156-38.9% |
| Participant deferral / active EE | $1,926 | $6,166-68.8% | $5,453-64.7% | $6,407-69.9% |
| Admin fee / account holder | $214 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |