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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 | $28,865 | $155,555-81.4% | $146,866-80.3% | $155,188-81.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 6.89% | 115.41%-108.5pp | 102.85%-96.0pp | 148.84%-141.9pp |
| Employer contribution / active EE | $1,772 | $4,647-61.9% | $4,425-60.0% | $4,248-58.3% |
| Participant deferral / active EE | $4,147 | $8,044-48.4% | $7,759-46.6% | $6,531-36.5% |
| Admin fee / account holder | $108 | $14,755-99.3% | $13,620-99.2% | $14,480-99.3% |