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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 | $14,152 | $54,757-74.2% | $90,300-84.3% | $72,983-80.6% |
| Participation rate | 75.0% | 65.1%+9.9pp | 73.3%+1.7pp | 69.5%+5.5pp |
| Annual return | 10.53% | 30.63%-20.1pp | 78.11%-67.6pp | 81.01%-70.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,615 | $2,887-44.1% | $3,884-58.4% | $3,608-55.2% |
| Admin fee / account holder | $19 | $3,972-99.5% | $5,353-99.6% | $5,124-99.6% |