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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 | $18,639 | $32,037-41.8% | $69,182-73.1% | $62,881-70.4% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 0.61% | 15.16%-14.6pp | -21.93%+22.5pp | 20.14%-19.5pp |
| Employer contribution / active EE | $2,439 | $679+259.1% | $1,206+102.2% | $2,281+6.9% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $79 | $2,608-97.0% | $2,697-97.1% | $4,296-98.2% |