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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 | $17,846 | $39,132-54.4% | $57,196-68.8% | $62,881-71.6% |
| Participation rate | 96.4% | 70.5%+25.9pp | 75.3%+21.1pp | 69.3%+27.1pp |
| Annual return | -0.19% | 9.24%-9.4pp | 14.59%-14.8pp | 20.14%-20.3pp |
| Employer contribution / active EE | $1,762 | $1,874-6.0% | $2,683-34.3% | $2,281-22.7% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $44 | $2,594-98.3% | $3,141-98.6% | $4,296-99.0% |