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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 | $36,948-73.6% | $73,658-86.8% | $87,485-88.8% |
| Participation rate | 100.0% | 46.8%+53.2pp | 57.0%+43.0pp | 68.9%+31.1pp |
| Annual return | 0.00% | 28.64%-28.6pp | 29.72%-29.7pp | 26.06%-26.1pp |
| Employer contribution / active EE | $237 | $670-64.7% | $1,032-77.1% | $2,596-90.9% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $135 | $2,531-94.7% | $3,357-96.0% | $7,775-98.3% |