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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 | $50,666 | $90,486-44.0% | $78,676-35.6% | $273,972-81.5% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 1.33% | 75.62%-74.3pp | 62.19%-60.9pp | 41.46%-40.1pp |
| Employer contribution / active EE | $85 | $3,175-97.3% | $2,850-97.0% | $4,869-98.3% |
| Participant deferral / active EE | $1,516 | $3,901-61.2% | $3,517-56.9% | $5,287-71.3% |
| Admin fee / account holder | $115 | $5,263-97.8% | $4,510-97.5% | $10,133-98.9% |