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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 | $14,772 | $111,878-86.8% | $93,727-84.2% | $145,897-89.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 6.23% | 204.28%-198.0pp | 133.83%-127.6pp | 552.29%-546.1pp |
| Employer contribution / active EE | $1,633 | $3,092-47.2% | $2,421-32.5% | $4,663-65.0% |
| Participant deferral / active EE | $2,400 | $4,920-51.2% | $4,417-45.7% | $6,689-64.1% |
| Admin fee / account holder | $113 | $10,256-98.9% | $8,292-98.6% | $13,390-99.2% |