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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 | $28,051 | $104,251-73.1% | $91,004-69.2% | $147,586-81.0% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.6%+16.1pp | 82.8%+8.8pp |
| Annual return | 8.54% | 27.06%-18.5pp | 4.60%+3.9pp | 578.59%-570.1pp |
| Employer contribution / active EE | $3,634 | $3,116+16.6% | $2,456+48.0% | $4,876-25.5% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $275 | $8,948-96.9% | $5,417-94.9% | $10,886-97.5% |