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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 | $12,556 | $47,848-73.8% | $81,473-84.6% | $70,126-82.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 6.16% | 27.25%-21.1pp | 38.78%-32.6pp | 73.15%-67.0pp |
| Employer contribution / active EE | $2,075 | $1,527+35.9% | $2,568-19.2% | $2,343-11.4% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15 | $3,145-99.5% | $4,561-99.7% | $4,645-99.7% |