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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 | $100,432 | $107,368-6.5% | $92,915+8.1% | $152,909-34.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 1.77% | 145.64%-143.9pp | 109.45%-107.7pp | 345.46%-343.7pp |
| Employer contribution / active EE | $982 | $4,222-76.8% | $3,653-73.1% | $4,764-79.4% |
| Participant deferral / active EE | $1,706 | $4,848-64.8% | $4,238-59.8% | $5,851-70.9% |
| Admin fee / account holder | $173 | $7,082-97.6% | $5,796-97.0% | $11,601-98.5% |