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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 | $83,972 | $90,486-7.2% | $78,676+6.7% | $273,972-69.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 1.60% | 75.62%-74.0pp | 62.19%-60.6pp | 41.46%-39.9pp |
| Employer contribution / active EE | $6,250 | $3,175+96.8% | $2,850+119.3% | $4,869+28.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $200 | $5,263-96.2% | $4,510-95.6% | $10,133-98.0% |