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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 | $57,145 | $157,276-63.7% | $141,177-59.5% | $152,885-62.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.42% | 64.33%-61.9pp | 71.40%-69.0pp | 345.39%-343.0pp |
| Employer contribution / active EE | $1,484 | $5,262-71.8% | $4,736-68.7% | $4,763-68.8% |
| Participant deferral / active EE | $6,859 | $7,110-3.5% | $6,710+2.2% | $5,851+17.2% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |