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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 | $25,646 | $54,541-53.0% | $78,778-67.4% | $70,126-63.4% |
| Participation rate | 92.1% | 60.8%+31.3pp | 69.2%+22.9pp | 69.5%+22.6pp |
| Annual return | 11.78% | 21.07%-9.3pp | 35.62%-23.8pp | 73.15%-61.4pp |
| Employer contribution / active EE | $266 | $1,089-75.5% | $1,986-86.6% | $2,343-88.6% |
| Participant deferral / active EE | $1,211 | $2,210-45.2% | $2,958-59.1% | $3,332-63.7% |
| Admin fee / account holder | $281 | $3,709-92.4% | $5,134-94.5% | $4,645-93.9% |