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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 | $18,469 | $99,345-81.4% | $84,753-78.2% | $273,972-93.3% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 2.00% | 22.93%-20.9pp | 22.78%-20.8pp | 41.46%-39.5pp |
| Employer contribution / active EE | $1,060 | $4,214-74.8% | $3,574-70.3% | $4,869-78.2% |
| Participant deferral / active EE | $3,435 | $4,270-19.5% | $3,712-7.5% | $5,287-35.0% |
| Admin fee / account holder | $3 | $6,645-99.9% | $5,333-99.9% | $10,133-100.0% |