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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 | $44,130 | $93,064-52.6% | $74,577-40.8% | $273,972-83.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 1.40% | 26.18%-24.8pp | 20.47%-19.1pp | 41.46%-40.1pp |
| Employer contribution / active EE | $2,169 | $3,160-31.4% | $2,525-14.1% | $4,869-55.5% |
| Participant deferral / active EE | $9,563 | $4,160+129.8% | $3,458+176.5% | $5,287+80.9% |
| Admin fee / account holder | $295 | $5,273-94.4% | $4,138-92.9% | $10,133-97.1% |