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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 | $16,203 | $110,379-85.3% | $102,412-84.2% | $145,884-88.9% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 9.01% | 24.84%-15.8pp | 24.94%-15.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,240 | $4,216-70.6% | $3,870-68.0% | $4,662-73.4% |
| Participant deferral / active EE | $1,796 | $5,622-68.1% | $5,060-64.5% | $6,690-73.2% |
| Admin fee / account holder | $79 | $9,745-99.2% | $8,388-99.1% | $13,392-99.4% |