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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 | $6,798 | $57,590-88.2% | $86,233-92.1% | $82,448-91.8% |
| Participation rate | 96.4% | 57.9%+38.6pp | 69.0%+27.4pp | 68.1%+28.4pp |
| Annual return | 5.70% | 22.41%-16.7pp | 61.39%-55.7pp | 41.64%-35.9pp |
| Employer contribution / active EE | $2,143 | $1,655+29.5% | $2,504-14.4% | $2,551-16.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $4,730-100.0% | $8,342-100.0% | $7,234-100.0% |