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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 | $15,169 | $39,132-61.2% | $57,196-73.5% | $62,881-75.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.45% | 9.24%-9.7pp | 14.59%-15.0pp | 20.14%-20.6pp |
| Employer contribution / active EE | $2,780 | $1,874+48.4% | $2,683+3.6% | $2,281+21.9% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $114 | $2,594-95.6% | $3,141-96.4% | $4,296-97.3% |