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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 | $11,108 | $110,410-89.9% | $102,437-89.2% | $145,897-92.4% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 8.15% | 24.85%-16.7pp | 24.95%-16.8pp | 552.29%-544.1pp |
| Employer contribution / active EE | $3,225 | $4,217-23.5% | $3,871-16.7% | $4,663-30.8% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $158 | $9,745-98.4% | $8,388-98.1% | $13,390-98.8% |