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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 | $21,003 | $124,980-83.2% | $108,359-80.6% | $154,746-86.4% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 7.83% | 45.00%-37.2pp | 36.89%-29.1pp | 172.34%-164.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $105 | $11,502-99.1% | $9,741-98.9% | $14,365-99.3% |