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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 | $17,335 | $65,712-73.6% | $57,196-69.7% | $273,972-93.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -2.31% | 22.01%-24.3pp | 14.59%-16.9pp | 41.46%-43.8pp |
| Employer contribution / active EE | $2,926 | $3,280-10.8% | $2,683+9.0% | $4,869-39.9% |
| Participant deferral / active EE | $2,926 | $3,782-22.6% | $3,096-5.5% | $5,287-44.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |