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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 | $26,629 | $65,685-59.5% | $57,181-53.4% | $273,968-90.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.16% | 21.99%-23.2pp | 14.59%-15.7pp | 41.45%-42.6pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,787 | $3,781+0.2% | $3,096+22.3% | $5,287-28.4% |
| Admin fee / account holder | $14 | $4,835-99.7% | $3,139-99.6% | $10,132-99.9% |