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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 | $10,454 | $32,037-67.4% | $69,182-84.9% | $62,881-83.4% |
| Participation rate | 77.8% | 43.4%+34.4pp | 55.1%+22.7pp | 69.3%+8.5pp |
| Annual return | -3.36% | 15.16%-18.5pp | -21.93%+18.6pp | 20.14%-23.5pp |
| Employer contribution / active EE | $165 | $679-75.7% | $1,206-86.3% | $2,281-92.8% |
| Participant deferral / active EE | $391 | $1,185-67.0% | $1,897-79.4% | $3,203-87.8% |
| Admin fee / account holder | $292 | $2,608-88.8% | $2,697-89.2% | $4,296-93.2% |