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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 | $14,013 | $111,814-87.5% | $103,378-86.4% | $145,978-90.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.42% | 24.80%-23.4pp | 24.91%-23.5pp | 550.52%-549.1pp |
| Employer contribution / active EE | $6,153 | $4,215+46.0% | $3,870+59.0% | $4,662+32.0% |
| Participant deferral / active EE | $2,447 | $5,618-56.4% | $5,058-51.6% | $6,690-63.4% |
| Admin fee / account holder | $12 | $9,764-99.9% | $8,401-99.9% | $13,400-99.9% |