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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 | $18,366 | $45,050-59.2% | $63,018-70.9% | $70,126-73.8% |
| Participation rate | 97.9% | 69.5%+28.4pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 10.15% | 18.76%-8.6pp | 87.62%-77.5pp | 73.15%-63.0pp |
| Employer contribution / active EE | $608 | $2,052-70.4% | $2,761-78.0% | $2,343-74.1% |
| Participant deferral / active EE | $935 | $2,466-62.1% | $3,330-71.9% | $3,332-71.9% |
| Admin fee / account holder | $155 | $2,834-94.5% | $3,601-95.7% | $4,645-96.7% |