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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 | $24,386 | $110,379-77.9% | $102,412-76.2% | $145,884-83.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.29% | 24.84%-16.6pp | 24.94%-16.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,035 | $4,216-51.7% | $3,870-47.4% | $4,662-56.4% |
| Participant deferral / active EE | $3,375 | $5,622-40.0% | $5,060-33.3% | $6,690-49.5% |
| Admin fee / account holder | $95 | $9,745-99.0% | $8,388-98.9% | $13,392-99.3% |