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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 | $28,579 | $65,712-56.5% | $57,196-50.0% | $273,972-89.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.74% | 22.01%-22.7pp | 14.59%-15.3pp | 41.46%-42.2pp |
| Employer contribution / active EE | $625 | $3,280-80.9% | $2,683-76.7% | $4,869-87.2% |
| Participant deferral / active EE | $9,400 | $3,782+148.6% | $3,096+203.6% | $5,287+77.8% |
| Admin fee / account holder | $20 | $4,838-99.6% | $3,141-99.4% | $10,133-99.8% |