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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 | $19,411 | $55,889-65.3% | $76,119-74.5% | $80,935-76.0% |
| Participation rate | 88.6% | 62.1%+26.6pp | 69.1%+19.6pp | 67.7%+21.0pp |
| Annual return | 8.27% | 20.58%-12.3pp | 361.25%-353.0pp | 35.66%-27.4pp |
| Employer contribution / active EE | $1,153 | $1,866-38.2% | $2,693-57.2% | $2,757-58.2% |
| Participant deferral / active EE | $2,551 | $3,051-16.4% | $4,259-40.1% | $4,299-40.7% |
| Admin fee / account holder | $238 | $5,241-95.5% | $6,421-96.3% | $6,924-96.6% |