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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 | $16,081 | $110,337-85.4% | $102,383-84.3% | $145,877-89.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.16% | 24.83%-20.7pp | 24.94%-20.8pp | 551.28%-547.1pp |
| Employer contribution / active EE | $3,820 | $4,216-9.4% | $3,870-1.3% | $4,663-18.1% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $113 | $9,750-98.8% | $8,391-98.7% | $13,402-99.2% |