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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 | $24,275 | $48,078-49.5% | $78,676-69.1% | $62,881-61.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 3.54% | 31.36%-27.8pp | 62.19%-58.6pp | 20.14%-16.6pp |
| Employer contribution / active EE | $2,095 | $2,015+4.0% | $2,850-26.5% | $2,281-8.2% |
| Participant deferral / active EE | $2,031 | $2,587-21.5% | $3,517-42.3% | $3,203-36.6% |
| Admin fee / account holder | $226 | $3,206-93.0% | $4,510-95.0% | $4,296-94.7% |