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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 | $18,403 | $78,690-76.6% | $161,489-88.6% | $87,485-79.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 10.08% | 32.74%-22.7pp | 89.72%-79.6pp | 26.06%-16.0pp |
| Employer contribution / active EE | $807 | $2,588-68.8% | $4,268-81.1% | $2,596-68.9% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $198 | $6,724-97.1% | $16,006-98.8% | $7,775-97.5% |