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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 | $15,217 | $211,105-92.8% | $178,449-91.5% | $145,978-89.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.42% | 30.19%-29.8pp | 27.09%-26.7pp | 550.52%-550.1pp |
| Employer contribution / active EE | $1,106 | $4,569-75.8% | $3,951-72.0% | $4,662-76.3% |
| Participant deferral / active EE | $5,400 | $6,959-22.4% | $6,277-14.0% | $6,690-19.3% |
| Admin fee / account holder | $65 | $12,017-99.5% | $10,362-99.4% | $13,400-99.5% |