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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 | $22,750 | $88,707-74.4% | $74,184-69.3% | $273,973-91.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.47% | 11.94%-13.4pp | 17.74%-19.2pp | 41.46%-42.9pp |
| Employer contribution / active EE | $942 | $3,159-70.2% | $2,370-60.2% | $4,869-80.6% |
| Participant deferral / active EE | $1,724 | $4,212-59.1% | $3,550-51.4% | $5,287-67.4% |
| Admin fee / account holder | $14 | $8,717-99.8% | $5,586-99.8% | $10,133-99.9% |