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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 | $33,403 | $48,118-30.6% | $136,833-75.6% | $94,015-64.5% |
| Participation rate | 100.0% | 47.4%+52.6pp | 59.0%+41.0pp | 70.8%+29.2pp |
| Annual return | 4.08% | 14.65%-10.6pp | 35.32%-31.2pp | 17.84%-13.8pp |
| Employer contribution / active EE | $2,227 | $821+171.3% | $1,319+68.9% | $2,790-20.2% |
| Participant deferral / active EE | $2,231 | $1,651+35.2% | $2,441-8.6% | $4,249-47.5% |
| Admin fee / account holder | $78 | $3,059-97.5% | $4,706-98.3% | $8,951-99.1% |