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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 | $45,241 | $54,541-17.1% | $78,778-42.6% | $70,126-35.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 2.90% | 21.07%-18.2pp | 35.62%-32.7pp | 73.15%-70.3pp |
| Employer contribution / active EE | $2,905 | $1,089+166.9% | $1,986+46.3% | $2,343+24.0% |
| Participant deferral / active EE | $7,105 | $2,210+221.5% | $2,958+140.2% | $3,332+113.3% |
| Admin fee / account holder | $25 | $3,709-99.3% | $5,134-99.5% | $4,645-99.5% |