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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 | $36,197 | $79,025-54.2% | - | $273,972-86.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | - | 83.0%+17.0pp |
| Annual return | 1.42% | 18.58%-17.2pp | - | 41.46%-40.0pp |
| Employer contribution / active EE | $3,896 | $4,094-4.8% | - | $4,869-20.0% |
| Participant deferral / active EE | $0 | $3,420-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $0 | $13,337-100.0% | - | $10,133-100.0% |