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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 | $18,878 | $65,712-71.3% | $57,196-67.0% | $273,972-93.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.13% | 22.01%-21.9pp | 14.59%-14.5pp | 41.46%-41.3pp |
| Employer contribution / active EE | $1,614 | $3,280-50.8% | $2,683-39.9% | $4,869-66.9% |
| Participant deferral / active EE | $3,411 | $3,782-9.8% | $3,096+10.2% | $5,287-35.5% |
| Admin fee / account holder | $17 | $4,838-99.7% | $3,141-99.5% | $10,133-99.8% |