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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 | $15,547 | $81,331-80.9% | $155,534-90.0% | $80,935-80.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 6.95% | 33.37%-26.4pp | 64.92%-58.0pp | 35.66%-28.7pp |
| Employer contribution / active EE | $924 | $3,105-70.2% | $4,675-80.2% | $2,757-66.5% |
| Participant deferral / active EE | $958 | $3,454-72.3% | $5,630-83.0% | $4,299-77.7% |
| Admin fee / account holder | $28 | $7,999-99.7% | $15,900-99.8% | $6,924-99.6% |