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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 | $13,920 | $45,043-69.1% | $63,005-77.9% | $70,124-80.1% |
| Participation rate | 92.3% | 69.5%+22.8pp | 74.8%+17.5pp | 69.5%+22.8pp |
| Annual return | 10.48% | 18.76%-8.3pp | 87.59%-77.1pp | 73.14%-62.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,782 | $2,466+12.8% | $3,329-16.4% | $3,332-16.5% |
| Admin fee / account holder | $171 | $2,833-94.0% | $3,599-95.2% | $4,645-96.3% |