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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 | $36,277 | $69,977-48.2% | $108,582-66.6% | $62,881-42.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 3.50% | 10.73%-7.2pp | -51.70%+55.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $2,151 | $2,135+0.8% | $3,758-42.8% | $2,281-5.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $89 | $5,076-98.2% | $7,645-98.8% | $4,296-97.9% |