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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 | $20,977 | $45,041-53.4% | $63,003-66.7% | $70,131-70.1% |
| Participation rate | 98.2% | 69.5%+28.7pp | 74.8%+23.4pp | 69.5%+28.6pp |
| Annual return | 10.68% | 18.76%-8.1pp | 87.59%-76.9pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,754 | $2,052-14.5% | $2,760-36.5% | $2,342-25.1% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $154 | $2,836-94.6% | $3,600-95.7% | $4,645-96.7% |