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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 | $20,642 | $45,050-54.2% | $63,018-67.2% | $70,126-70.6% |
| Participation rate | 95.2% | 69.5%+25.7pp | 74.8%+20.4pp | 69.5%+25.7pp |
| Annual return | 5.87% | 18.76%-12.9pp | 87.62%-81.8pp | 73.15%-67.3pp |
| Employer contribution / active EE | $830 | $2,052-59.6% | $2,761-69.9% | $2,343-64.6% |
| Participant deferral / active EE | $943 | $2,466-61.8% | $3,330-71.7% | $3,332-71.7% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |