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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 | $111,814-86.7% | $103,378-85.6% | $145,978-89.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 7.13% | 24.80%-17.7pp | 24.91%-17.8pp | 550.52%-543.4pp |
| Employer contribution / active EE | $5,147 | $4,215+22.1% | $3,870+33.0% | $4,662+10.4% |
| Participant deferral / active EE | $2,084 | $5,618-62.9% | $5,058-58.8% | $6,690-68.8% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |