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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 | $80,714 | $149,741-46.1% | $118,914-32.1% | $158,982-49.2% |
| Participation rate | 81.3% | 82.1%-0.9pp | 75.4%+5.8pp | 82.0%-0.7pp |
| Annual return | 4.93% | 19.94%-15.0pp | 35.89%-31.0pp | 302.99%-298.1pp |
| Employer contribution / active EE | $1,527 | $4,119-62.9% | $3,264-53.2% | $4,763-67.9% |
| Participant deferral / active EE | $3,165 | $5,226-39.4% | $4,266-25.8% | $5,983-47.1% |
| Admin fee / account holder | $122 | $8,607-98.6% | $6,582-98.1% | $11,252-98.9% |