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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 | $20,082 | $65,364-69.3% | $92,909-78.4% | $72,975-72.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 12.44% | 42.11%-29.7pp | 109.44%-97.0pp | 81.01%-68.6pp |
| Employer contribution / active EE | $3,382 | $2,594+30.3% | $3,653-7.4% | $2,440+38.6% |
| Participant deferral / active EE | $1,791 | $3,128-42.7% | $4,238-57.7% | $3,608-50.4% |
| Admin fee / account holder | $249 | $4,251-94.2% | $5,795-95.7% | $5,124-95.1% |