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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 | $23,989 | $45,050-46.8% | $63,018-61.9% | $70,126-65.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.67% | 18.76%-9.1pp | 87.62%-77.9pp | 73.15%-63.5pp |
| Employer contribution / active EE | $2,576 | $2,052+25.6% | $2,761-6.7% | $2,343+10.0% |
| Participant deferral / active EE | $1,340 | $2,466-45.7% | $3,330-59.8% | $3,332-59.8% |
| Admin fee / account holder | $39 | $2,834-98.6% | $3,601-98.9% | $4,645-99.2% |