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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 | $18,103 | $148,623-87.8% | $135,974-86.7% | $139,466-87.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.01% | 79.30%-69.3pp | 68.30%-58.3pp | 373.66%-363.7pp |
| Employer contribution / active EE | $1,516 | $5,246-71.1% | $4,859-68.8% | $4,754-68.1% |
| Participant deferral / active EE | $3,596 | $8,103-55.6% | $7,760-53.7% | $6,712-46.4% |
| Admin fee / account holder | $133 | $12,406-98.9% | $10,767-98.8% | $11,409-98.8% |