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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 | $20,759 | $124,330-83.3% | $109,173-81.0% | $167,536-87.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.70% | 26.04%-17.3pp | 25.75%-17.1pp | 478.82%-470.1pp |
| Employer contribution / active EE | $1,165 | $4,209-72.3% | $3,723-68.7% | $4,839-75.9% |
| Participant deferral / active EE | $9,770 | $5,256+85.9% | $4,654+109.9% | $6,342+54.0% |
| Admin fee / account holder | $260 | $7,974-96.7% | $6,755-96.1% | $12,315-97.9% |