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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 | $15,208 | $111,814-86.4% | $103,374-85.3% | $145,959-89.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 8.12% | 24.77%-16.7pp | 24.89%-16.8pp | 561.95%-553.8pp |
| Employer contribution / active EE | $3,895 | $4,214-7.6% | $3,869+0.7% | $4,661-16.4% |
| Participant deferral / active EE | $5,665 | $5,618+0.8% | $5,058+12.0% | $6,689-15.3% |
| Admin fee / account holder | $215 | $9,754-97.8% | $8,394-97.4% | $13,398-98.4% |