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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 | $20,946 | $60,139-65.2% | $90,461-76.8% | $79,856-73.8% |
| Participation rate | 72.4% | 65.0%+7.4pp | 72.7%-0.3pp | 69.6%+2.8pp |
| Annual return | 1.34% | 71.96%-70.6pp | 1294.76%-1293.4pp | 31.71%-30.4pp |
| Employer contribution / active EE | $1,543 | $2,069-25.4% | $3,264-52.7% | $2,471-37.6% |
| Participant deferral / active EE | $904 | $2,939-69.2% | $3,964-77.2% | $3,741-75.8% |
| Admin fee / account holder | $182 | $3,978-95.4% | $5,617-96.8% | $5,306-96.6% |