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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 | $22,281 | $153,311-85.5% | $109,313-79.6% | $273,972-91.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -1.38% | 29.86%-31.2pp | 22.07%-23.4pp | 41.46%-42.8pp |
| Employer contribution / active EE | $1,127 | $5,619-79.9% | $3,892-71.0% | $4,869-76.9% |
| Participant deferral / active EE | $616 | $3,932-84.3% | $3,166-80.6% | $5,287-88.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |