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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 | $77,380 | $108,882-28.9% | $96,754-20.0% | $154,746-50.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 2.07% | 98.39%-96.3pp | 82.04%-80.0pp | 172.34%-170.3pp |
| Employer contribution / active EE | $1,010 | $3,018-66.5% | $2,679-62.3% | $4,379-76.9% |
| Participant deferral / active EE | $1,446 | $5,323-72.8% | $4,758-69.6% | $6,730-78.5% |
| Admin fee / account holder | $20 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |