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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 | $99,053-21.9% | $88,179-12.2% | $138,895-44.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 2.07% | 78.17%-76.1pp | 64.97%-62.9pp | 145.39%-143.3pp |
| Employer contribution / active EE | $1,010 | $2,882-65.0% | $2,549-60.4% | $4,194-75.9% |
| Participant deferral / active EE | $1,446 | $5,225-72.3% | $4,614-68.7% | $6,396-77.4% |
| Admin fee / account holder | $20 | $8,748-99.8% | $7,673-99.7% | $12,562-99.8% |