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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 | $23,887 | $69,515-65.6% | $86,868-72.5% | $85,856-72.2% |
| Participation rate | 80.0% | 66.3%+13.7pp | 71.6%+8.4pp | 69.3%+10.7pp |
| Annual return | 10.45% | 20.12%-9.7pp | 63.53%-53.1pp | 318.58%-308.1pp |
| Employer contribution / active EE | $1,872 | $1,880-0.5% | $2,496-25.0% | $2,565-27.0% |
| Participant deferral / active EE | $1,232 | $2,919-57.8% | $3,699-66.7% | $3,952-68.8% |
| Admin fee / account holder | $284 | $5,972-95.2% | $5,829-95.1% | $6,261-95.5% |