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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 | $22,014 | $32,037-31.3% | $69,182-68.2% | $62,881-65.0% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 1.37% | 15.16%-13.8pp | -21.93%+23.3pp | 20.14%-18.8pp |
| Employer contribution / active EE | $3,676 | $679+441.3% | $1,206+204.8% | $2,281+61.2% |
| Participant deferral / active EE | $1,724 | $1,185+45.4% | $1,897-9.1% | $3,203-46.2% |
| Admin fee / account holder | $50 | $2,608-98.1% | $2,697-98.2% | $4,296-98.8% |