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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 | $61,206 | $103,000-40.6% | $90,300-32.2% | $152,885-60.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 3.86% | 95.19%-91.3pp | 78.11%-74.3pp | 345.39%-341.5pp |
| Employer contribution / active EE | $1,668 | $3,138-46.8% | $2,854-41.6% | $4,763-65.0% |
| Participant deferral / active EE | $6,246 | $4,281+45.9% | $3,884+60.8% | $5,851+6.8% |
| Admin fee / account holder | $19 | $6,173-99.7% | $5,353-99.6% | $11,598-99.8% |