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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 | $22,656 | $148,623-84.8% | $135,974-83.3% | $139,466-83.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.82% | 79.30%-69.5pp | 68.30%-58.5pp | 373.66%-363.8pp |
| Employer contribution / active EE | $3,812 | $5,246-27.4% | $4,859-21.6% | $4,754-19.8% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $235 | $12,406-98.1% | $10,767-97.8% | $11,409-97.9% |