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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 | $100,147-91.7% | $81,286-89.8% | $145,877-94.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.17% | 34.44%-27.3pp | 24.80%-17.6pp | 551.28%-544.1pp |
| Employer contribution / active EE | $2,108 | $2,977-29.2% | $2,463-14.4% | $4,663-54.8% |
| Participant deferral / active EE | $3,829 | $4,607-16.9% | $3,883-1.4% | $6,691-42.8% |
| Admin fee / account holder | $21 | $8,201-99.7% | $5,764-99.6% | $13,402-99.8% |