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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 | $29,133 | $124,351-76.6% | $109,188-73.3% | $167,553-82.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.94% | 26.04%-17.1pp | 25.76%-16.8pp | 478.89%-469.9pp |
| Employer contribution / active EE | $11,561 | $4,210+174.6% | $3,723+210.5% | $4,840+138.9% |
| Participant deferral / active EE | $12,660 | $5,257+140.8% | $4,654+172.0% | $6,343+99.6% |
| Admin fee / account holder | $159 | $7,975-98.0% | $6,755-97.7% | $12,316-98.7% |