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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 | $24,088 | $135,956-82.3% | $123,894-80.6% | $273,972-91.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 0.54% | 56.63%-56.1pp | 47.52%-47.0pp | 41.46%-40.9pp |
| Employer contribution / active EE | $4,296 | $5,170-16.9% | $4,617-6.9% | $4,869-11.8% |
| Participant deferral / active EE | $3,950 | $6,343-37.7% | $5,984-34.0% | $5,287-25.3% |
| Admin fee / account holder | $4 | $9,817-100.0% | $8,357-99.9% | $10,133-100.0% |