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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 | $37,939 | $41,377-8.3% | $109,313-65.3% | $62,881-39.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 4.48% | 11.05%-6.6pp | 22.07%-17.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,322 | $1,276+3.6% | $3,892-66.0% | $2,281-42.1% |
| Participant deferral / active EE | $1,322 | $2,045-35.4% | $3,166-58.3% | $3,203-58.7% |
| Admin fee / account holder | $50 | $2,884-98.3% | $5,666-99.1% | $4,296-98.8% |