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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 | $25,334 | $98,760-74.3% | $149,715-83.1% | $79,858-68.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.47% | 27.43%-19.0pp | 276.66%-268.2pp | 31.72%-23.2pp |
| Employer contribution / active EE | $2,344 | $3,217-27.1% | $4,645-49.5% | $2,471-5.1% |
| Participant deferral / active EE | $2,418 | $5,681-57.4% | $6,842-64.7% | $3,740-35.4% |
| Admin fee / account holder | $178 | $6,053-97.1% | $9,310-98.1% | $5,306-96.6% |