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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 | $31,768 | $110,379-71.2% | $102,412-69.0% | $145,884-78.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.01% | 24.84%-16.8pp | 24.94%-16.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $8,487 | $4,216+101.3% | $3,870+119.3% | $4,662+82.0% |
| Participant deferral / active EE | $10,167 | $5,622+80.8% | $5,060+100.9% | $6,690+52.0% |
| Admin fee / account holder | $13 | $9,745-99.9% | $8,388-99.8% | $13,392-99.9% |