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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 | $44,973 | $99,345-54.7% | $84,753-46.9% | $273,972-83.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.87% | 22.93%-21.1pp | 22.78%-20.9pp | 41.46%-39.6pp |
| Employer contribution / active EE | $3,979 | $4,214-5.6% | $3,574+11.3% | $4,869-18.3% |
| Participant deferral / active EE | $4,019 | $4,270-5.9% | $3,712+8.3% | $5,287-24.0% |
| Admin fee / account holder | $200 | $6,645-97.0% | $5,333-96.3% | $10,133-98.0% |