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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 | $33,947 | $63,082-46.2% | $81,726-58.5% | $79,856-57.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 3.08% | 22.66%-19.6pp | 29.49%-26.4pp | 31.71%-28.6pp |
| Employer contribution / active EE | $1,724 | $1,795-4.0% | $4,311-60.0% | $2,471-30.2% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $96 | $4,428-97.8% | $5,160-98.1% | $5,306-98.2% |