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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 | $25,109 | $49,239-49.0% | $70,462-64.4% | $79,858-68.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.66% | 30.08%-26.4pp | 109.08%-105.4pp | 31.72%-28.1pp |
| Employer contribution / active EE | $880 | $2,100-58.1% | $2,737-67.9% | $2,471-64.4% |
| Participant deferral / active EE | $881 | $2,769-68.2% | $3,710-76.3% | $3,740-76.4% |
| Admin fee / account holder | $66 | $2,876-97.7% | $3,845-98.3% | $5,306-98.7% |