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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 | $12,766 | $40,275-68.3% | $57,356-77.7% | $59,633-78.6% |
| Participation rate | 94.4% | 69.1%+25.3pp | 75.1%+19.4pp | 68.7%+25.8pp |
| Annual return | -3.40% | 27.52%-30.9pp | 24.41%-27.8pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $1,822 | $1,921-5.2% | $2,689-32.2% | $2,203-17.3% |
| Participant deferral / active EE | $3,373 | $2,400+40.5% | $3,162+6.7% | $3,192+5.7% |
| Admin fee / account holder | $51 | $2,820-98.2% | $3,357-98.5% | $4,297-98.8% |