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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 | $16,939 | $110,337-84.6% | $102,383-83.5% | $145,877-88.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.50% | 24.83%-20.3pp | 24.94%-20.4pp | 551.28%-546.8pp |
| Employer contribution / active EE | $5,326 | $4,216+26.3% | $3,870+37.6% | $4,663+14.2% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $139 | $9,750-98.6% | $8,391-98.3% | $13,402-99.0% |