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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 | $45,615 | $88,583-48.5% | $88,497-48.5% | $273,972-83.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 2.79% | 5.68%-2.9pp | 7.63%-4.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $4,283 | $4,502-4.9% | $4,036+6.1% | $4,869-12.0% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |