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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 | $100,262-82.8% | $81,370-78.9% | $145,897-88.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 5.68% | 34.52%-28.8pp | 24.85%-19.2pp | 552.29%-546.6pp |
| Employer contribution / active EE | $2,754 | $2,979-7.6% | $2,464+11.8% | $4,663-40.9% |
| Participant deferral / active EE | $3,425 | $4,612-25.7% | $3,885-11.9% | $6,689-48.8% |
| Admin fee / account holder | $110 | $8,163-98.7% | $5,749-98.1% | $13,390-99.2% |