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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 | $33,640 | $56,894-40.9% | $84,753-60.3% | $62,881-46.5% |
| Participation rate | 84.6% | 68.5%+16.1pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | -1.22% | 6.30%-7.5pp | 22.78%-24.0pp | 20.14%-21.4pp |
| Employer contribution / active EE | $986 | $2,400-58.9% | $3,574-72.4% | $2,281-56.8% |
| Participant deferral / active EE | $1,587 | $2,709-41.4% | $3,712-57.2% | $3,203-50.5% |
| Admin fee / account holder | $111 | $3,581-96.9% | $5,333-97.9% | $4,296-97.4% |