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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 | $26,144 | $110,337-76.3% | $102,383-74.5% | $145,877-82.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.24% | 24.83%-19.6pp | 24.94%-19.7pp | 551.28%-546.0pp |
| Employer contribution / active EE | $9,263 | $4,216+119.7% | $3,870+139.3% | $4,663+98.7% |
| Participant deferral / active EE | $6,100 | $5,621+8.5% | $5,060+20.6% | $6,691-8.8% |
| Admin fee / account holder | $44 | $9,750-99.5% | $8,391-99.5% | $13,402-99.7% |