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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 | $16,451 | $45,043-63.5% | $63,005-73.9% | $70,124-76.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 8.90% | 18.76%-9.9pp | 87.59%-78.7pp | 73.14%-64.2pp |
| Employer contribution / active EE | $2,808 | $2,052+36.8% | $2,760+1.7% | $2,342+19.9% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4 | $2,833-99.9% | $3,599-99.9% | $4,645-99.9% |