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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 | $8,282 | $28,444-70.9% | $96,773-91.4% | $28,444-70.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 78.9%+21.1pp | 64.8%+35.2pp |
| Annual return | -15.71% | -0.92%-14.8pp | -7.74%-8.0pp | -0.92%-14.8pp |
| Employer contribution / active EE | $3,456 | $2,855+21.0% | $16,446-79.0% | $2,855+21.0% |
| Participant deferral / active EE | $0 | $2,169-100.0% | $1,447-100.0% | $2,169-100.0% |
| Admin fee / account holder | $28 | $1,370-97.9% | $1,547-98.2% | $1,370-97.9% |