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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 | $16,040 | $52,580-69.5% | $71,671-77.6% | $70,126-77.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 11.11% | 20.25%-9.1pp | 20.65%-9.5pp | 73.15%-62.0pp |
| Employer contribution / active EE | $385 | $1,616-76.2% | $2,460-84.4% | $2,343-83.6% |
| Participant deferral / active EE | $3,012 | $2,386+26.2% | $3,438-12.4% | $3,332-9.6% |
| Admin fee / account holder | $24 | $3,653-99.4% | $5,558-99.6% | $4,645-99.5% |