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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 | $44,118 | $96,558-54.3% | $80,977-45.5% | $273,972-83.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -2.69% | 15.14%-17.8pp | 17.11%-19.8pp | 41.46%-44.1pp |
| Employer contribution / active EE | $609 | $4,869-87.5% | $3,715-83.6% | $4,869-87.5% |
| Participant deferral / active EE | $2,163 | $6,598-67.2% | $5,696-62.0% | $5,287-59.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |