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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 | $21,135 | $49,249-57.1% | $70,476-70.0% | $79,852-73.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.83% | 30.09%-25.3pp | 109.12%-104.3pp | 31.72%-26.9pp |
| Employer contribution / active EE | $1,493 | $2,100-28.9% | $2,738-45.5% | $2,471-39.6% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $286 | $2,878-90.1% | $3,847-92.6% | $5,306-94.6% |