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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 | $12,044 | $57,140-78.9% | $85,240-85.9% | $80,959-85.1% |
| Participation rate | 93.9% | 56.4%+37.5pp | 67.5%+26.4pp | 67.7%+26.3pp |
| Annual return | 8.35% | 21.71%-13.4pp | 66.75%-58.4pp | 35.67%-27.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $126 | $4,992-97.5% | $6,165-98.0% | $6,925-98.2% |