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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 | $111,814-86.5% | $103,378-85.4% | $145,978-89.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.89% | 24.80%-17.9pp | 24.91%-18.0pp | 550.52%-543.6pp |
| Employer contribution / active EE | $1,111 | $4,215-73.6% | $3,870-71.3% | $4,662-76.2% |
| Participant deferral / active EE | $4,224 | $5,618-24.8% | $5,058-16.5% | $6,690-36.9% |
| Admin fee / account holder | $92 | $9,764-99.1% | $8,401-98.9% | $13,400-99.3% |