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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 | $26,513 | $39,132-32.2% | $57,196-53.6% | $62,881-57.8% |
| Participation rate | 97.1% | 70.5%+26.6pp | 75.3%+21.7pp | 69.3%+27.8pp |
| Annual return | 0.56% | 9.24%-8.7pp | 14.59%-14.0pp | 20.14%-19.6pp |
| Employer contribution / active EE | $565 | $1,874-69.8% | $2,683-78.9% | $2,281-75.2% |
| Participant deferral / active EE | $1,397 | $2,374-41.2% | $3,096-54.9% | $3,203-56.4% |
| Admin fee / account holder | $246 | $2,594-90.5% | $3,141-92.2% | $4,296-94.3% |