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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 | $42,971 | $107,368-60.0% | $92,915-53.8% | $152,909-71.9% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 5.54% | 145.64%-140.1pp | 109.45%-103.9pp | 345.46%-339.9pp |
| Employer contribution / active EE | $811 | $4,222-80.8% | $3,653-77.8% | $4,764-83.0% |
| Participant deferral / active EE | $1,881 | $4,848-61.2% | $4,238-55.6% | $5,851-67.9% |
| Admin fee / account holder | $208 | $7,082-97.1% | $5,796-96.4% | $11,601-98.2% |