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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 | $26,541 | $48,078-44.8% | $78,676-66.3% | $62,881-57.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 1.22% | 31.36%-30.1pp | 62.19%-61.0pp | 20.14%-18.9pp |
| Employer contribution / active EE | $1,466 | $2,015-27.2% | $2,850-48.6% | $2,281-35.7% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $52 | $3,206-98.4% | $4,510-98.8% | $4,296-98.8% |