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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 | $97,125-20.3% | $86,233-10.3% | $137,256-43.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 2.07% | 74.19%-72.1pp | 61.39%-59.3pp | 220.34%-218.3pp |
| Employer contribution / active EE | $1,010 | $2,841-64.5% | $2,504-59.7% | $4,156-75.7% |
| Participant deferral / active EE | $1,446 | $5,180-72.1% | $4,559-68.3% | $6,407-77.4% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |