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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 | $17,647 | $41,377-57.4% | $109,313-83.9% | $62,881-71.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 0.73% | 11.05%-10.3pp | 22.07%-21.3pp | 20.14%-19.4pp |
| Employer contribution / active EE | $1,014 | $1,276-20.5% | $3,892-74.0% | $2,281-55.6% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $55 | $2,884-98.1% | $5,666-99.0% | $4,296-98.7% |