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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 | $78,690-78.8% | $161,489-89.7% | $87,485-80.9% |
| Participation rate | 85.3% | 67.5%+17.8pp | 78.7%+6.6pp | 68.9%+16.4pp |
| Annual return | 6.72% | 32.74%-26.0pp | 89.72%-83.0pp | 26.06%-19.3pp |
| Employer contribution / active EE | $1,618 | $2,588-37.5% | $4,268-62.1% | $2,596-37.7% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $195 | $6,724-97.1% | $16,006-98.8% | $7,775-97.5% |