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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 | $23,680 | $106,280-77.7% | $96,538-75.5% | $139,487-83.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.12% | 38.48%-31.4pp | 35.74%-28.6pp | 373.84%-366.7pp |
| Employer contribution / active EE | $5,683 | $4,107+38.4% | $3,740+52.0% | $4,755+19.5% |
| Participant deferral / active EE | $4,027 | $5,457-26.2% | $4,880-17.5% | $6,713-40.0% |
| Admin fee / account holder | $115 | $7,888-98.5% | $6,737-98.3% | $11,407-99.0% |