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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 | $16,734 | $91,198-81.7% | $178,503-90.6% | $79,856-79.0% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.2pp | 69.6%+27.5pp |
| Annual return | 3.80% | 24.20%-20.4pp | 151.12%-147.3pp | 31.71%-27.9pp |
| Employer contribution / active EE | $1,000 | $3,257-69.3% | $5,011-80.0% | $2,471-59.5% |
| Participant deferral / active EE | $1,580 | $3,237-51.2% | $5,202-69.6% | $3,741-57.8% |
| Admin fee / account holder | $259 | $6,748-96.2% | $13,987-98.1% | $5,306-95.1% |