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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 | $20,568 | $37,446-45.1% | $77,552-73.5% | $79,856-74.2% |
| Participation rate | 91.1% | 41.5%+49.5pp | 54.2%+36.9pp | 69.6%+21.4pp |
| Annual return | 6.79% | 39.76%-33.0pp | 54.82%-48.0pp | 31.71%-24.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $178 | $2,506-92.9% | $2,859-93.8% | $5,306-96.6% |