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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 | $58,040 | $162,781-64.3% | $133,956-56.7% | $158,931-63.5% |
| Participation rate | 78.3% | 83.2%-5.0pp | 79.8%-1.6pp | 82.0%-3.7pp |
| Annual return | 1.15% | 41.94%-40.8pp | 45.09%-43.9pp | 302.86%-301.7pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $200 | $11,736-98.3% | $8,927-97.8% | $11,247-98.2% |