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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 | $28,137 | $76,368-63.2% | $67,681-58.4% | $154,746-81.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 4.97% | 1066.77%-1061.8pp | 590.58%-585.6pp | 172.34%-167.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,080 | $4,824+5.3% | $3,976+27.8% | $6,730-24.5% |
| Admin fee / account holder | $69 | $8,559-99.2% | $6,100-98.9% | $14,365-99.5% |