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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 | $8,282 | $100,262-91.7% | $81,370-89.8% | $145,897-94.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.17% | 34.52%-27.4pp | 24.85%-17.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $2,108 | $2,979-29.2% | $2,464-14.5% | $4,663-54.8% |
| Participant deferral / active EE | $3,829 | $4,612-17.0% | $3,885-1.5% | $6,689-42.8% |
| Admin fee / account holder | $21 | $8,163-99.7% | $5,749-99.6% | $13,390-99.8% |