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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 | $81,192 | $115,814-29.9% | $101,275-19.8% | $158,982-48.9% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 1.75% | 56.16%-54.4pp | 46.48%-44.7pp | 302.99%-301.2pp |
| Employer contribution / active EE | $1,060 | $4,176-74.6% | $3,660-71.0% | $4,763-77.7% |
| Participant deferral / active EE | $1,439 | $4,958-71.0% | $4,371-67.1% | $5,983-75.9% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |