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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 | $33,136 | $90,486-63.4% | $78,676-57.9% | $273,972-87.9% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,328 | $3,175-58.2% | $2,850-53.4% | $4,869-72.7% |
| Participant deferral / active EE | $1,613 | $3,901-58.6% | $3,517-54.1% | $5,287-69.5% |
| Admin fee / account holder | $53 | $5,263-99.0% | $4,510-98.8% | $10,133-99.5% |