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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 | $20,661 | $105,856-80.5% | $90,161-77.1% | $147,586-86.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.80% | 37.63%-27.8pp | 34.89%-25.1pp | 578.59%-568.8pp |
| Employer contribution / active EE | $2,110 | $4,126-48.9% | $3,318-36.4% | $4,876-56.7% |
| Participant deferral / active EE | $4,919 | $5,733-14.2% | $5,287-7.0% | $5,439-9.6% |
| Admin fee / account holder | $191 | $8,046-97.6% | $5,943-96.8% | $10,886-98.2% |