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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 | $19,883 | $49,249-59.6% | $70,476-71.8% | $79,852-75.1% |
| Participation rate | 96.6% | 69.2%+27.4pp | 75.1%+21.5pp | 69.6%+26.9pp |
| Annual return | 5.32% | 30.09%-24.8pp | 109.12%-103.8pp | 31.72%-26.4pp |
| Employer contribution / active EE | $2,886 | $2,100+37.4% | $2,738+5.4% | $2,471+16.8% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $274 | $2,878-90.5% | $3,847-92.9% | $5,306-94.8% |