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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 | $16,764 | $52,580-68.1% | $71,671-76.6% | $70,126-76.1% |
| Participation rate | 84.2% | 60.9%+23.3pp | 68.7%+15.5pp | 69.5%+14.7pp |
| Annual return | 3.53% | 20.25%-16.7pp | 20.65%-17.1pp | 73.15%-69.6pp |
| Employer contribution / active EE | $1,631 | $1,616+0.9% | $2,460-33.7% | $2,343-30.4% |
| Participant deferral / active EE | $2,290 | $2,386-4.0% | $3,438-33.4% | $3,332-31.3% |
| Admin fee / account holder | $33 | $3,653-99.1% | $5,558-99.4% | $4,645-99.3% |