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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 | $18,694 | $90,486-79.3% | $78,676-76.2% | $273,972-93.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 0.08% | 75.62%-75.5pp | 62.19%-62.1pp | 41.46%-41.4pp |
| Employer contribution / active EE | $1,231 | $3,175-61.2% | $2,850-56.8% | $4,869-74.7% |
| Participant deferral / active EE | $1,815 | $3,901-53.5% | $3,517-48.4% | $5,287-65.7% |
| Admin fee / account holder | $147 | $5,263-97.2% | $4,510-96.7% | $10,133-98.5% |