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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 | $12,337 | $111,814-89.0% | $103,374-88.1% | $145,959-91.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.55% | 24.77%-16.2pp | 24.89%-16.3pp | 561.95%-553.4pp |
| Employer contribution / active EE | $1,680 | $4,214-60.1% | $3,869-56.6% | $4,661-64.0% |
| Participant deferral / active EE | $4,733 | $5,618-15.8% | $5,058-6.4% | $6,689-29.2% |
| Admin fee / account holder | $171 | $9,754-98.2% | $8,394-98.0% | $13,398-98.7% |