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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 | $110,337-86.2% | $102,383-85.1% | $145,877-89.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 8.12% | 24.83%-16.7pp | 24.94%-16.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $3,895 | $4,216-7.6% | $3,870+0.6% | $4,663-16.5% |
| Participant deferral / active EE | $5,665 | $5,621+0.8% | $5,060+12.0% | $6,691-15.3% |
| Admin fee / account holder | $215 | $9,750-97.8% | $8,391-97.4% | $13,402-98.4% |