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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 | $16,615 | $124,330-86.6% | $109,173-84.8% | $167,536-90.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.79% | 26.04%-18.3pp | 25.75%-18.0pp | 478.82%-471.0pp |
| Employer contribution / active EE | $1,838 | $4,209-56.3% | $3,723-50.6% | $4,839-62.0% |
| Participant deferral / active EE | $2,487 | $5,256-52.7% | $4,654-46.6% | $6,342-60.8% |
| Admin fee / account holder | $8 | $7,974-99.9% | $6,755-99.9% | $12,315-99.9% |