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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 | $20,013 | $117,859-83.0% | $102,438-80.5% | $145,959-86.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.15% | 31.72%-27.6pp | 29.37%-25.2pp | 561.95%-557.8pp |
| Employer contribution / active EE | $8,443 | $3,615+133.5% | $3,024+179.2% | $4,661+81.1% |
| Participant deferral / active EE | $1,878 | $5,732-67.2% | $5,054-62.8% | $6,689-71.9% |
| Admin fee / account holder | $7 | $13,318-99.9% | $9,448-99.9% | $13,398-99.9% |