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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 | $30,962 | $98,760-68.6% | $149,715-79.3% | $79,858-61.2% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 8.33% | 27.43%-19.1pp | 276.66%-268.3pp | 31.72%-23.4pp |
| Employer contribution / active EE | $9,647 | $3,217+199.9% | $4,645+107.7% | $2,471+290.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $248 | $6,053-95.9% | $9,310-97.3% | $5,306-95.3% |