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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 | $14,857 | $110,410-86.5% | $102,437-85.5% | $145,897-89.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 7.13% | 24.85%-17.7pp | 24.95%-17.8pp | 552.29%-545.2pp |
| Employer contribution / active EE | $5,147 | $4,217+22.0% | $3,871+33.0% | $4,663+10.4% |
| Participant deferral / active EE | $2,084 | $5,622-62.9% | $5,060-58.8% | $6,689-68.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |