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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 | $57,230 | $138,393-58.6% | $184,256-68.9% | $80,959-29.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.85% | 20.01%-10.2pp | 28.85%-19.0pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,619 | $4,847-66.6% | $6,427-74.8% | $2,757-41.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $262 | $10,489-97.5% | $13,899-98.1% | $6,925-96.2% |