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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 | $17,361 | $96,956-82.1% | $69,779-75.1% | $273,972-93.7% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.8%+3.2pp | 83.0%-8.0pp |
| Annual return | -2.81% | 12.93%-15.7pp | 12.99%-15.8pp | 41.46%-44.3pp |
| Employer contribution / active EE | $1,479 | $3,316-55.4% | $2,338-36.8% | $4,869-69.6% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |