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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 | $25,031 | $48,364-48.2% | $71,796-65.1% | $62,881-60.2% |
| Participation rate | 76.5% | 60.6%+15.8pp | 69.1%+7.4pp | 69.3%+7.2pp |
| Annual return | 4.31% | 13.16%-8.8pp | 78.04%-73.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,508 | $2,091+19.9% | $2,794-10.3% | $3,203-21.7% |
| Admin fee / account holder | $179 | $3,771-95.3% | $4,815-96.3% | $4,296-95.8% |