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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 | $24,170 | $155,555-84.5% | $146,866-83.5% | $155,188-84.4% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 1.92% | 115.41%-113.5pp | 102.85%-100.9pp | 148.84%-146.9pp |
| Employer contribution / active EE | $3,135 | $4,647-32.5% | $4,425-29.1% | $4,248-26.2% |
| Participant deferral / active EE | $5,648 | $8,044-29.8% | $7,759-27.2% | $6,531-13.5% |
| Admin fee / account holder | $18 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |