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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 | $83,536 | $107,941-22.6% | $91,994-9.2% | $152,897-45.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 1.87% | 89.28%-87.4pp | 69.04%-67.2pp | 345.43%-343.6pp |
| Employer contribution / active EE | $431 | $4,212-89.8% | $3,453-87.5% | $4,764-91.0% |
| Participant deferral / active EE | $2,153 | $6,366-66.2% | $5,924-63.6% | $5,851-63.2% |
| Admin fee / account holder | $255 | $10,521-97.6% | $7,744-96.7% | $11,599-97.8% |