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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 | $34,945 | $90,486-61.4% | $78,676-55.6% | $273,972-87.2% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 1.32% | 75.62%-74.3pp | 62.19%-60.9pp | 41.46%-40.1pp |
| Employer contribution / active EE | $4,033 | $3,175+27.0% | $2,850+41.5% | $4,869-17.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $23 | $5,263-99.6% | $4,510-99.5% | $10,133-99.8% |