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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 | $18,774 | $65,712-71.4% | $57,196-67.2% | $273,972-93.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.43% | 22.01%-23.4pp | 14.59%-16.0pp | 41.46%-42.9pp |
| Employer contribution / active EE | $1,913 | $3,280-41.7% | $2,683-28.7% | $4,869-60.7% |
| Participant deferral / active EE | $1,200 | $3,782-68.3% | $3,096-61.2% | $5,287-77.3% |
| Admin fee / account holder | $8 | $4,838-99.8% | $3,141-99.7% | $10,133-99.9% |