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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 | $16,692 | $86,050-80.6% | $189,758-91.2% | $94,015-82.2% |
| Participation rate | 85.3% | 68.9%+16.4pp | 79.8%+5.5pp | 70.8%+14.5pp |
| Annual return | 6.72% | 17.77%-11.1pp | 52.62%-45.9pp | 17.84%-11.1pp |
| Employer contribution / active EE | $1,618 | $2,819-42.6% | $4,767-66.1% | $2,790-42.0% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $195 | $6,627-97.0% | $20,388-99.0% | $8,951-97.8% |