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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 | $43,697 | $107,368-59.3% | $92,915-53.0% | $152,909-71.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.80% | 145.64%-140.8pp | 109.45%-104.6pp | 345.46%-340.7pp |
| Employer contribution / active EE | $3,395 | $4,222-19.6% | $3,653-7.1% | $4,764-28.7% |
| Participant deferral / active EE | $1,707 | $4,848-64.8% | $4,238-59.7% | $5,851-70.8% |
| Admin fee / account holder | $188 | $7,082-97.3% | $5,796-96.8% | $11,601-98.4% |