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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 | $46,826 | $105,623-55.7% | $87,502-46.5% | $273,972-82.9% |
| Participation rate | 90.9% | 78.2%+12.7pp | 73.8%+17.1pp | 83.0%+7.9pp |
| Annual return | 0.11% | 12.26%-12.1pp | 12.21%-12.1pp | 41.46%-41.3pp |
| Employer contribution / active EE | $603 | $3,141-80.8% | $2,550-76.4% | $4,869-87.6% |
| Participant deferral / active EE | $2,699 | $3,601-25.0% | $3,149-14.3% | $5,287-49.0% |
| Admin fee / account holder | $292 | $4,781-93.9% | $4,221-93.1% | $10,133-97.1% |