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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 | $18,687 | $90,509-79.4% | $78,693-76.3% | $273,968-93.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.89% | 75.61%-74.7pp | 62.18%-61.3pp | 41.45%-40.6pp |
| Employer contribution / active EE | $3,114 | $3,175-1.9% | $2,850+9.3% | $4,869-36.0% |
| Participant deferral / active EE | $2,759 | $3,901-29.3% | $3,517-21.6% | $5,287-47.8% |
| Admin fee / account holder | $175 | $5,264-96.7% | $4,511-96.1% | $10,132-98.3% |