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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 | $27,299 | $148,629-81.6% | $135,982-79.9% | $139,487-80.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.57% | 79.33%-68.8pp | 68.32%-57.8pp | 373.84%-363.3pp |
| Employer contribution / active EE | $9,598 | $5,247+82.9% | $4,859+97.5% | $4,755+101.9% |
| Participant deferral / active EE | $3,750 | $8,102-53.7% | $7,760-51.7% | $6,713-44.1% |
| Admin fee / account holder | $132 | $12,406-98.9% | $10,767-98.8% | $11,407-98.8% |