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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 | $18,283 | $52,580-65.2% | $71,671-74.5% | $70,126-73.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 8.72% | 20.25%-11.5pp | 20.65%-11.9pp | 73.15%-64.4pp |
| Employer contribution / active EE | $1,844 | $1,616+14.2% | $2,460-25.0% | $2,343-21.3% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $196 | $3,653-94.6% | $5,558-96.5% | $4,645-95.8% |