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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 | $36,507 | $81,331-55.1% | $155,534-76.5% | $80,935-54.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.04% | 33.37%-23.3pp | 64.92%-54.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,679 | $3,105-13.7% | $4,675-42.7% | $2,757-2.8% |
| Participant deferral / active EE | $7,064 | $3,454+104.5% | $5,630+25.5% | $4,299+64.3% |
| Admin fee / account holder | $113 | $7,999-98.6% | $15,900-99.3% | $6,924-98.4% |