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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 | $32,814 | $106,247-69.1% | $96,515-66.0% | $139,466-76.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.28% | 38.47%-30.2pp | 35.73%-27.5pp | 373.66%-365.4pp |
| Employer contribution / active EE | $2,054 | $4,106-50.0% | $3,740-45.1% | $4,754-56.8% |
| Participant deferral / active EE | $13,125 | $5,456+140.6% | $4,880+169.0% | $6,712+95.5% |
| Admin fee / account holder | $101 | $7,885-98.7% | $6,735-98.5% | $11,409-99.1% |