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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 | $36,435 | $88,707-58.9% | $74,184-50.9% | $273,972-86.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.58% | 11.94%-14.5pp | 17.74%-20.3pp | 41.46%-44.0pp |
| Employer contribution / active EE | $5,769 | $3,159+82.6% | $2,370+143.4% | $4,869+18.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $169 | $8,717-98.1% | $5,586-97.0% | $10,133-98.3% |