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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 | $23,193 | $99,345-76.7% | $84,753-72.6% | $273,972-91.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.42% | 22.93%-21.5pp | 22.78%-21.4pp | 41.46%-40.0pp |
| Employer contribution / active EE | $2,489 | $4,214-40.9% | $3,574-30.4% | $4,869-48.9% |
| Participant deferral / active EE | $3,597 | $4,270-15.8% | $3,712-3.1% | $5,287-32.0% |
| Admin fee / account holder | $179 | $6,645-97.3% | $5,333-96.7% | $10,133-98.2% |