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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 | $17,842 | $45,050-60.4% | $63,018-71.7% | $70,126-74.6% |
| Participation rate | 92.3% | 69.5%+22.8pp | 74.8%+17.5pp | 69.5%+22.8pp |
| Annual return | 8.13% | 18.76%-10.6pp | 87.62%-79.5pp | 73.15%-65.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,604 | $2,466-35.0% | $3,330-51.8% | $3,332-51.9% |
| Admin fee / account holder | $150 | $2,834-94.7% | $3,601-95.8% | $4,645-96.8% |