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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 | $26,328 | $115,796-77.3% | $101,264-74.0% | $158,950-83.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.47% | 56.15%-49.7pp | 46.48%-40.0pp | 302.91%-296.4pp |
| Employer contribution / active EE | $5,419 | $4,175+29.8% | $3,660+48.1% | $4,762+13.8% |
| Participant deferral / active EE | $2,303 | $4,958-53.6% | $4,370-47.3% | $5,983-61.5% |
| Admin fee / account holder | $71 | $7,247-99.0% | $5,947-98.8% | $11,248-99.4% |