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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 | $23,582 | $88,707-73.4% | $74,184-68.2% | $273,972-91.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.42% | 11.94%-12.4pp | 17.74%-18.2pp | 41.46%-41.9pp |
| Employer contribution / active EE | $1,782 | $3,159-43.6% | $2,370-24.8% | $4,869-63.4% |
| Participant deferral / active EE | $3,108 | $4,212-26.2% | $3,550-12.4% | $5,287-41.2% |
| Admin fee / account holder | $1 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |