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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 | $14,974 | $101,063-85.2% | $81,473-81.6% | $147,586-89.9% |
| Participation rate | 90.0% | 74.5%+15.5pp | 68.0%+22.0pp | 82.8%+7.2pp |
| Annual return | 8.01% | 32.41%-24.4pp | 38.78%-30.8pp | 578.59%-570.6pp |
| Employer contribution / active EE | $5,297 | $3,206+65.2% | $2,568+106.3% | $4,876+8.6% |
| Participant deferral / active EE | $3,600 | $4,242-15.1% | $3,537+1.8% | $5,439-33.8% |
| Admin fee / account holder | $82 | $5,812-98.6% | $4,561-98.2% | $10,886-99.2% |