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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 | $11,249 | $112,729-90.0% | $98,716-88.6% | $137,256-91.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 5.16% | 38.48%-33.3pp | 31.81%-26.7pp | 220.34%-215.2pp |
| Employer contribution / active EE | $1,106 | $2,725-59.4% | $2,279-51.5% | $4,156-73.4% |
| Participant deferral / active EE | $1,498 | $4,640-67.7% | $4,048-63.0% | $6,407-76.6% |
| Admin fee / account holder | $115 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |