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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 | $33,479 | $96,558-65.3% | $80,977-58.7% | $273,972-87.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.87% | 15.14%-13.3pp | 17.11%-15.2pp | 41.46%-39.6pp |
| Employer contribution / active EE | $2,238 | $4,869-54.0% | $3,715-39.8% | $4,869-54.0% |
| Participant deferral / active EE | $1,765 | $6,598-73.2% | $5,696-69.0% | $5,287-66.6% |
| Admin fee / account holder | $264 | $7,493-96.5% | $5,517-95.2% | $10,133-97.4% |