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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 | $18,403 | $86,050-78.6% | $189,758-90.3% | $94,015-80.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 10.08% | 17.77%-7.7pp | 52.62%-42.5pp | 17.84%-7.8pp |
| Employer contribution / active EE | $807 | $2,819-71.4% | $4,767-83.1% | $2,790-71.1% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $198 | $6,627-97.0% | $20,388-99.0% | $8,951-97.8% |