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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 | $15,113 | $110,410-86.3% | $102,437-85.2% | $145,897-89.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.89% | 24.85%-18.0pp | 24.95%-18.1pp | 552.29%-545.4pp |
| Employer contribution / active EE | $1,111 | $4,217-73.7% | $3,871-71.3% | $4,663-76.2% |
| Participant deferral / active EE | $4,224 | $5,622-24.9% | $5,060-16.5% | $6,689-36.9% |
| Admin fee / account holder | $92 | $9,745-99.1% | $8,388-98.9% | $13,390-99.3% |