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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 | $18,346 | $93,064-80.3% | $74,577-75.4% | $273,972-93.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -0.24% | 26.18%-26.4pp | 20.47%-20.7pp | 41.46%-41.7pp |
| Employer contribution / active EE | $633 | $3,160-80.0% | $2,525-74.9% | $4,869-87.0% |
| Participant deferral / active EE | $927 | $4,160-77.7% | $3,458-73.2% | $5,287-82.5% |
| Admin fee / account holder | $239 | $5,273-95.5% | $4,138-94.2% | $10,133-97.6% |