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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 | $81,457-39.9% | $103,378-52.6% | $80,911-39.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 6.60% | 25.58%-19.0pp | 24.91%-18.3pp | 35.63%-29.0pp |
| Employer contribution / active EE | $2,364 | $3,107-23.9% | $3,870-38.9% | $2,756-14.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $271 | $6,717-96.0% | $8,401-96.8% | $6,935-96.1% |