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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 | $36,948-9.6% | $73,658-54.7% | $87,485-61.8% |
| Participation rate | 100.0% | 46.8%+53.2pp | 57.0%+43.0pp | 68.9%+31.1pp |
| Annual return | 4.08% | 28.64%-24.6pp | 29.72%-25.6pp | 26.06%-22.0pp |
| Employer contribution / active EE | $2,227 | $670+232.4% | $1,032+115.7% | $2,596-14.2% |
| Participant deferral / active EE | $2,231 | $1,379+61.8% | $2,062+8.2% | $4,274-47.8% |
| Admin fee / account holder | $78 | $2,531-96.9% | $3,357-97.7% | $7,775-99.0% |