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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 | $19,964 | $124,425-84.0% | $112,040-82.2% | $137,256-85.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.50% | 24.72%-15.2pp | 24.52%-15.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,954 | $3,411-13.4% | $2,9540% | $4,156-28.9% |
| Participant deferral / active EE | $3,689 | $5,718-35.5% | $5,098-27.6% | $6,407-42.4% |
| Admin fee / account holder | $26 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |