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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 | $26,097 | $60,349-56.8% | $74,184-64.8% | $62,881-58.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.72% | 21.38%-16.7pp | 17.74%-13.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,144 | $1,680+27.6% | $2,370-9.5% | $2,281-6.0% |
| Participant deferral / active EE | $3,709 | $2,856+29.9% | $3,550+4.5% | $3,203+15.8% |
| Admin fee / account holder | $291 | $4,261-93.2% | $5,586-94.8% | $4,296-93.2% |