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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 | $16,879 | $39,132-56.9% | $57,196-70.5% | $62,881-73.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.01% | 9.24%-9.3pp | 14.59%-14.6pp | 20.14%-20.2pp |
| Employer contribution / active EE | $2,234 | $1,874+19.2% | $2,683-16.7% | $2,281-2.0% |
| Participant deferral / active EE | $2,028 | $2,374-14.6% | $3,096-34.5% | $3,203-36.7% |
| Admin fee / account holder | $184 | $2,594-92.9% | $3,141-94.2% | $4,296-95.7% |