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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 | $12,854 | $43,338-70.3% | $59,887-78.5% | $64,173-80.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -9.31% | -1.55%-7.8pp | 3.46%-12.8pp | 7.63%-16.9pp |
| Employer contribution / active EE | $492 | $2,030-75.8% | $2,722-81.9% | $2,381-79.3% |
| Participant deferral / active EE | $1,139 | $2,547-55.3% | $3,402-66.5% | $3,470-67.2% |
| Admin fee / account holder | $232 | $3,007-92.3% | $3,591-93.5% | $4,887-95.2% |