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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 | $76,407-78.2% | $150,298-88.9% | $82,448-79.8% |
| Participation rate | 85.3% | 66.4%+18.9pp | 77.8%+7.5pp | 68.1%+17.2pp |
| Annual return | 6.72% | 39.99%-33.3pp | 62.79%-56.1pp | 41.64%-34.9pp |
| Employer contribution / active EE | $1,618 | $2,614-38.1% | $4,154-61.1% | $2,551-36.6% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $195 | $6,352-96.9% | $14,116-98.6% | $7,234-97.3% |