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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 | $110,337-88.8% | $102,383-87.9% | $145,877-91.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.55% | 24.83%-16.3pp | 24.94%-16.4pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,680 | $4,216-60.1% | $3,870-56.6% | $4,663-64.0% |
| Participant deferral / active EE | $4,733 | $5,621-15.8% | $5,060-6.5% | $6,691-29.3% |
| Admin fee / account holder | $171 | $9,750-98.2% | $8,391-98.0% | $13,402-98.7% |