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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 | $21,683 | $99,345-78.2% | $84,753-74.4% | $273,972-92.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.21% | 22.93%-24.1pp | 22.78%-24.0pp | 41.46%-42.7pp |
| Employer contribution / active EE | $1,053 | $4,214-75.0% | $3,574-70.6% | $4,869-78.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $38 | $6,645-99.4% | $5,333-99.3% | $10,133-99.6% |