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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 | $28,712 | $70,486-59.3% | $100,535-71.4% | $79,856-64.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 8.65% | 21.90%-13.3pp | 30.90%-22.2pp | 31.71%-23.1pp |
| Employer contribution / active EE | $3,713 | $2,165+71.5% | $3,419+8.6% | $2,471+50.2% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $219 | $4,480-95.1% | $8,085-97.3% | $5,306-95.9% |