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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 | $55,418 | $176,838-68.7% | $146,685-62.2% | $167,518-66.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.18% | 24.04%-15.9pp | 22.75%-14.6pp | 478.71%-470.5pp |
| Employer contribution / active EE | $2,608 | $5,161-49.5% | $4,137-37.0% | $4,838-46.1% |
| Participant deferral / active EE | $4,542 | $6,441-29.5% | $5,507-17.5% | $6,342-28.4% |
| Admin fee / account holder | $7 | $13,262-99.9% | $10,281-99.9% | $12,312-99.9% |