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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 | $46,266 | $90,486-48.9% | $78,676-41.2% | $273,972-83.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.45% | 75.62%-74.2pp | 62.19%-60.7pp | 41.46%-40.0pp |
| Employer contribution / active EE | $39,455 | $3,175+1142.7% | $2,850+1284.4% | $4,869+710.4% |
| Participant deferral / active EE | $24,000 | $3,901+515.2% | $3,517+582.4% | $5,287+353.9% |
| Admin fee / account holder | $178 | $5,263-96.6% | $4,510-96.1% | $10,133-98.2% |