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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 | $28,002 | $45,087-37.9% | $69,483-59.7% | $72,976-61.6% |
| Participation rate | 90.0% | 68.5%+21.5pp | 74.6%+15.4pp | 69.5%+20.5pp |
| Annual return | 5.13% | 22.67%-17.5pp | 28.99%-23.9pp | 81.02%-75.9pp |
| Employer contribution / active EE | $2,423 | $2,055+17.9% | $2,780-12.8% | $2,440-0.7% |
| Participant deferral / active EE | $1,604 | $2,603-38.4% | $3,537-54.6% | $3,608-55.5% |
| Admin fee / account holder | $131 | $3,057-95.7% | $3,841-96.6% | $5,124-97.4% |