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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 | $46,810 | $90,509-48.3% | $78,693-40.5% | $273,968-82.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.37% | 75.61%-74.2pp | 62.18%-60.8pp | 41.45%-40.1pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,558 | $3,901-60.1% | $3,517-55.7% | $5,287-70.5% |
| Admin fee / account holder | $32 | $5,264-99.4% | $4,511-99.3% | $10,132-99.7% |