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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 | $18,764 | $59,332-68.4% | $90,223-79.2% | $59,633-68.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -4.06% | 3.25%-7.3pp | 1.31%-5.4pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $4,184 | $3,031+38.1% | $4,378-4.4% | $2,203+90.0% |
| Participant deferral / active EE | $1,814 | $4,369-58.5% | $5,792-68.7% | $3,192-43.2% |
| Admin fee / account holder | $271 | $5,032-94.6% | $7,406-96.3% | $4,297-93.7% |