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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 | $107,740 | $201,344-46.5% | $184,243-41.5% | $145,877-26.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.44% | 29.01%-20.6pp | 28.82%-20.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,438 | $9,807-44.6% | $9,132-40.5% | $6,691-18.7% |
| Admin fee / account holder | $142 | $16,382-99.1% | $13,914-99.0% | $13,402-98.9% |