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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 | $16,887 | $45,050-62.5% | $63,018-73.2% | $70,126-75.9% |
| Participation rate | 74.1% | 69.5%+4.6pp | 74.8%-0.7pp | 69.5%+4.5pp |
| Annual return | 8.51% | 18.76%-10.3pp | 87.62%-79.1pp | 73.15%-64.6pp |
| Employer contribution / active EE | $1,017 | $2,052-50.4% | $2,761-63.2% | $2,343-56.6% |
| Participant deferral / active EE | $3,102 | $2,466+25.8% | $3,330-6.8% | $3,332-6.9% |
| Admin fee / account holder | $136 | $2,834-95.2% | $3,601-96.2% | $4,645-97.1% |