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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 | $26,587 | $99,345-73.2% | $84,753-68.6% | $273,972-90.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.03% | 22.93%-20.9pp | 22.78%-20.7pp | 41.46%-39.4pp |
| Employer contribution / active EE | $1,714 | $4,214-59.3% | $3,574-52.0% | $4,869-64.8% |
| Participant deferral / active EE | $1,985 | $4,270-53.5% | $3,712-46.5% | $5,287-62.5% |
| Admin fee / account holder | $223 | $6,645-96.6% | $5,333-95.8% | $10,133-97.8% |