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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 | $24,411 | $178,174-86.3% | $156,181-84.4% | $137,256-82.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.32% | 84.19%-74.9pp | 64.87%-55.6pp | 220.34%-211.0pp |
| Employer contribution / active EE | $4,482 | $4,972-9.9% | $4,294+4.4% | $4,156+7.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $162 | $17,404-99.1% | $14,586-98.9% | $12,270-98.7% |