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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 | $26,082 | $51,202-49.1% | $70,548-63.0% | $75,181-65.3% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 11.76% | 30.05%-18.3pp | 32.78%-21.0pp | 160.69%-148.9pp |
| Employer contribution / active EE | $2,929 | $1,827+60.4% | $2,975-1.5% | $2,671+9.7% |
| Participant deferral / active EE | $3,930 | $2,850+37.9% | $4,567-13.9% | $4,126-4.7% |
| Admin fee / account holder | $178 | $4,094-95.7% | $6,424-97.2% | $5,650-96.9% |