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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 | $42,926 | $99,652-56.9% | $78,778-45.5% | $147,586-70.9% |
| Participation rate | 88.2% | 76.2%+12.0pp | 69.2%+19.0pp | 82.8%+5.4pp |
| Annual return | 2.25% | 47.28%-45.0pp | 35.62%-33.4pp | 578.59%-576.3pp |
| Employer contribution / active EE | $882 | $2,796-68.4% | $1,986-55.6% | $4,876-81.9% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $206 | $7,155-97.1% | $5,134-96.0% | $10,886-98.1% |