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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 | $13,068 | $65,712-80.1% | $57,196-77.2% | $273,972-95.2% |
| Participation rate | 90.9% | 78.3%+12.6pp | 75.3%+15.6pp | 83.0%+7.9pp |
| Annual return | 0.43% | 22.01%-21.6pp | 14.59%-14.2pp | 41.46%-41.0pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,539 | $3,782-32.9% | $3,096-18.0% | $5,287-52.0% |
| Admin fee / account holder | $223 | $4,838-95.4% | $3,141-92.9% | $10,133-97.8% |