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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 | $15,956 | $101,063-84.2% | $81,473-80.4% | $147,586-89.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 4.66% | 32.41%-27.7pp | 38.78%-34.1pp | 578.59%-573.9pp |
| Employer contribution / active EE | $3,711 | $3,206+15.8% | $2,568+44.5% | $4,876-23.9% |
| Participant deferral / active EE | $4,000 | $4,242-5.7% | $3,537+13.1% | $5,439-26.5% |
| Admin fee / account holder | $65 | $5,812-98.9% | $4,561-98.6% | $10,886-99.4% |