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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 | $48,989 | $81,504-39.9% | $102,437-52.2% | $80,959-39.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 6.60% | 25.60%-19.0pp | 24.95%-18.3pp | 35.67%-29.1pp |
| Employer contribution / active EE | $2,364 | $3,104-23.8% | $3,871-38.9% | $2,757-14.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $271 | $6,719-96.0% | $8,388-96.8% | $6,925-96.1% |