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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 | $19,539 | $58,577-66.6% | $83,323-76.6% | $64,186-69.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -8.68% | 9.65%-18.3pp | 10.63%-19.3pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,306 | $2,098-37.8% | $3,379-61.3% | $2,381-45.1% |
| Participant deferral / active EE | $2,264 | $4,654-51.3% | $5,565-59.3% | $3,470-34.7% |
| Admin fee / account holder | $107 | $9,275-98.8% | $7,539-98.6% | $4,888-97.8% |