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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 | $32,800 | $78,670-58.3% | $109,173-70.0% | $85,847-61.8% |
| Participation rate | 78.6% | 68.3%+10.3pp | 75.9%+2.7pp | 69.3%+9.3pp |
| Annual return | 9.86% | 25.09%-15.2pp | 25.75%-15.9pp | 318.61%-308.7pp |
| Employer contribution / active EE | $1,065 | $2,734-61.0% | $3,723-71.4% | $2,565-58.5% |
| Participant deferral / active EE | $2,144 | $3,467-38.2% | $4,654-53.9% | $3,952-45.7% |
| Admin fee / account holder | $34 | $5,469-99.4% | $6,755-99.5% | $6,261-99.5% |