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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 | $13,909 | $108,912-87.2% | $100,383-86.1% | $145,959-90.5% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 8.37% | 57.96%-49.6pp | 49.26%-40.9pp | 561.95%-553.6pp |
| Employer contribution / active EE | $3,345 | $4,423-24.4% | $3,944-15.2% | $4,661-28.2% |
| Participant deferral / active EE | $3,547 | $8,451-58.0% | $8,086-56.1% | $6,689-47.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |