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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 | $64,259 | $129,737-50.5% | $119,126-46.1% | $154,746-58.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 5.86% | 379.08%-373.2pp | 282.11%-276.2pp | 172.34%-166.5pp |
| Employer contribution / active EE | $968 | $4,375-77.9% | $4,034-76.0% | $4,379-77.9% |
| Participant deferral / active EE | $2,774 | $5,842-52.5% | $5,318-47.8% | $6,730-58.8% |
| Admin fee / account holder | $90 | $11,961-99.2% | $10,693-99.2% | $14,365-99.4% |