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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 | $33,290 | $45,087-26.2% | $69,483-52.1% | $72,976-54.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.53% | 22.67%-17.1pp | 28.99%-23.5pp | 81.02%-75.5pp |
| Employer contribution / active EE | $1,332 | $2,055-35.2% | $2,780-52.1% | $2,440-45.4% |
| Participant deferral / active EE | $2,094 | $2,603-19.6% | $3,537-40.8% | $3,608-42.0% |
| Admin fee / account holder | $160 | $3,057-94.8% | $3,841-95.8% | $5,124-96.9% |