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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 | $9,759 | $48,118-79.7% | $136,833-92.9% | $94,015-89.6% |
| Participation rate | 100.0% | 47.4%+52.6pp | 59.0%+41.0pp | 70.8%+29.2pp |
| Annual return | 0.00% | 14.65%-14.7pp | 35.32%-35.3pp | 17.84%-17.8pp |
| Employer contribution / active EE | $237 | $821-71.2% | $1,319-82.0% | $2,790-91.5% |
| Participant deferral / active EE | $0 | $1,651-100.0% | $2,441-100.0% | $4,249-100.0% |
| Admin fee / account holder | $135 | $3,059-95.6% | $4,706-97.1% | $8,951-98.5% |