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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 | $13,031 | $58,099-77.6% | $76,872-83.0% | $75,173-82.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 10.36% | 26.71%-16.4pp | 37.90%-27.5pp | 160.72%-150.4pp |
| Employer contribution / active EE | $1,085 | $1,996-45.6% | $2,533-57.2% | $2,671-59.4% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $214 | $4,778-95.5% | $5,476-96.1% | $5,651-96.2% |