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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 | $14,934 | $65,712-77.3% | $57,196-73.9% | $273,972-94.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -4.65% | 22.01%-26.7pp | 14.59%-19.2pp | 41.46%-46.1pp |
| Employer contribution / active EE | $2,751 | $3,280-16.1% | $2,683+2.5% | $4,869-43.5% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $281 | $4,838-94.2% | $3,141-91.1% | $10,133-97.2% |