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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 | $38,698 | $90,486-57.2% | $78,676-50.8% | $273,972-85.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.02% | 75.62%-74.6pp | 62.19%-61.2pp | 41.46%-40.4pp |
| Employer contribution / active EE | $2,108 | $3,175-33.6% | $2,850-26.0% | $4,869-56.7% |
| Participant deferral / active EE | $2,318 | $3,901-40.6% | $3,517-34.1% | $5,287-56.2% |
| Admin fee / account holder | $290 | $5,263-94.5% | $4,510-93.6% | $10,133-97.1% |