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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 | $33,232 | $99,345-66.5% | $84,753-60.8% | $273,972-87.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.97% | 22.93%-23.9pp | 22.78%-23.8pp | 41.46%-42.4pp |
| Employer contribution / active EE | $976 | $4,214-76.8% | $3,574-72.7% | $4,869-80.0% |
| Participant deferral / active EE | $6,546 | $4,270+53.3% | $3,712+76.4% | $5,287+23.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |