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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 | $7,367 | $76,407-90.4% | $150,298-95.1% | $82,448-91.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 0.43% | 39.99%-39.6pp | 62.79%-62.4pp | 41.64%-41.2pp |
| Employer contribution / active EE | $2,517 | $2,614-3.7% | $4,154-39.4% | $2,551-1.3% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $260 | $6,352-95.9% | $14,116-98.2% | $7,234-96.4% |