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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 | $22,190 | $56,894-61.0% | $84,753-73.8% | $62,881-64.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.04% | 6.30%-2.3pp | 22.78%-18.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,446 | $2,400-39.7% | $3,574-59.5% | $2,281-36.6% |
| Participant deferral / active EE | $2,295 | $2,709-15.3% | $3,712-38.2% | $3,203-28.4% |
| Admin fee / account holder | $282 | $3,581-92.1% | $5,333-94.7% | $4,296-93.4% |