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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 | $76,983 | $63,861+20.5% | $104,614-26.4% | $79,858-3.6% |
| Participation rate | 81.5% | 64.9%+16.6pp | 74.1%+7.4pp | 69.6%+11.8pp |
| Annual return | 2.15% | 21.30%-19.1pp | 340.56%-338.4pp | 31.72%-29.6pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,348 | $2,693-49.9% | $3,739-63.9% | $3,740-64.0% |
| Admin fee / account holder | $73 | $4,185-98.2% | $6,464-98.9% | $5,306-98.6% |