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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 | $29,363 | $65,704-55.3% | $94,229-68.8% | $59,633-50.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -3.45% | 5.22%-8.7pp | 10.68%-14.1pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $2,012 | $2,021-0.4% | $3,587-43.9% | $2,203-8.6% |
| Participant deferral / active EE | $2,970 | $3,143-5.5% | $4,320-31.3% | $3,192-6.9% |
| Admin fee / account holder | $18 | $4,265-99.6% | $6,269-99.7% | $4,297-99.6% |