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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 | $11,885 | $46,599-74.5% | $64,101-81.5% | $75,173-84.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 1.29% | 26.06%-24.8pp | 33.72%-32.4pp | 160.72%-159.4pp |
| Employer contribution / active EE | $1,098 | $1,975-44.4% | $2,749-60.1% | $2,671-58.9% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |