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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 | $44,376 | $132,310-66.5% | $105,754-58.0% | $273,972-83.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 1.42% | 10.08%-8.7pp | 12.25%-10.8pp | 41.46%-40.0pp |
| Employer contribution / active EE | $2,532 | $4,867-48.0% | $4,079-37.9% | $4,869-48.0% |
| Participant deferral / active EE | $10,011 | $6,233+60.6% | $5,326+88.0% | $5,287+89.3% |
| Admin fee / account holder | $53 | $12,036-99.6% | $8,309-99.4% | $10,133-99.5% |