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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 | $18,796 | $110,379-83.0% | $102,412-81.6% | $145,884-87.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.19% | 24.84%-18.7pp | 24.94%-18.8pp | 551.85%-545.7pp |
| Employer contribution / active EE | $6,981 | $4,216+65.6% | $3,870+80.4% | $4,662+49.7% |
| Participant deferral / active EE | $3,665 | $5,622-34.8% | $5,060-27.6% | $6,690-45.2% |
| Admin fee / account holder | $82 | $9,745-99.2% | $8,388-99.0% | $13,392-99.4% |