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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 | $21,324 | $58,523-63.6% | $99,475-78.6% | $72,975-70.8% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 4.43% | 28.51%-24.1pp | 30.72%-26.3pp | 81.01%-76.6pp |
| Employer contribution / active EE | $1,818 | $1,512+20.3% | $2,540-28.4% | $2,440-25.5% |
| Participant deferral / active EE | $3,087 | $2,606+18.5% | $3,619-14.7% | $3,608-14.4% |
| Admin fee / account holder | $60 | $4,102-98.5% | $6,252-99.0% | $5,124-98.8% |