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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 | $28,612 | $88,707-67.7% | $74,184-61.4% | $273,972-89.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.93% | 11.94%-10.0pp | 17.74%-15.8pp | 41.46%-39.5pp |
| Employer contribution / active EE | $2,944 | $3,159-6.8% | $2,370+24.2% | $4,869-39.5% |
| Participant deferral / active EE | $5,706 | $4,212+35.5% | $3,550+60.7% | $5,287+7.9% |
| Admin fee / account holder | $76 | $8,717-99.1% | $5,586-98.6% | $10,133-99.2% |