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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 | $60,951 | $88,707-31.3% | $74,184-17.8% | $273,972-77.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.68% | 11.94%-10.3pp | 17.74%-16.1pp | 41.46%-39.8pp |
| Employer contribution / active EE | $645 | $3,159-79.6% | $2,370-72.8% | $4,869-86.8% |
| Participant deferral / active EE | $2,609 | $4,212-38.1% | $3,550-26.5% | $5,287-50.7% |
| Admin fee / account holder | $97 | $8,717-98.9% | $5,586-98.3% | $10,133-99.0% |