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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 | $27,390 | $56,894-51.9% | $84,753-67.7% | $62,881-56.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.30% | 6.30%-2.0pp | 22.78%-18.5pp | 20.14%-15.8pp |
| Employer contribution / active EE | $2,202 | $2,400-8.2% | $3,574-38.4% | $2,281-3.5% |
| Participant deferral / active EE | $3,783 | $2,709+39.6% | $3,712+1.9% | $3,203+18.1% |
| Admin fee / account holder | $116 | $3,581-96.8% | $5,333-97.8% | $4,296-97.3% |