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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 | $21,670 | $49,249-56.0% | $70,476-69.3% | $79,852-72.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 2.40% | 30.09%-27.7pp | 109.12%-106.7pp | 31.72%-29.3pp |
| Employer contribution / active EE | $2,304 | $2,100+9.7% | $2,738-15.9% | $2,471-6.8% |
| Participant deferral / active EE | $937 | $2,769-66.2% | $3,710-74.8% | $3,740-75.0% |
| Admin fee / account holder | $12 | $2,878-99.6% | $3,847-99.7% | $5,306-99.8% |