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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 | $17,201 | $100,004-82.8% | $81,438-78.9% | $145,959-88.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 5.68% | 34.34%-28.7pp | 24.74%-19.1pp | 561.95%-556.3pp |
| Employer contribution / active EE | $2,754 | $2,970-7.3% | $2,460+11.9% | $4,661-40.9% |
| Participant deferral / active EE | $3,425 | $4,603-25.6% | $3,883-11.8% | $6,689-48.8% |
| Admin fee / account holder | $110 | $8,202-98.7% | $5,764-98.1% | $13,398-99.2% |