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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 | $22,945 | $93,064-75.3% | $74,577-69.2% | $273,972-91.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -0.01% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,043 | $3,160-67.0% | $2,525-58.7% | $4,869-78.6% |
| Participant deferral / active EE | $2,182 | $4,160-47.6% | $3,458-36.9% | $5,287-58.7% |
| Admin fee / account holder | $4 | $5,273-99.9% | $4,138-99.9% | $10,133-100.0% |