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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 | $15,146 | $172,111-91.2% | $150,298-89.9% | $137,256-89.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.06% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $4,792 | $4,636+3.4% | $4,154+15.3% | $4,156+15.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $81 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |