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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 | $136,445 | $93,346+46.2% | $71,796+90.0% | $273,972-50.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 1.13% | 130.39%-129.3pp | 78.04%-76.9pp | 41.46%-40.3pp |
| Employer contribution / active EE | $2,056 | $2,733-24.8% | $1,924+6.8% | $4,869-57.8% |
| Participant deferral / active EE | $2,152 | $3,475-38.1% | $2,794-23.0% | $5,287-59.3% |
| Admin fee / account holder | $24 | $6,571-99.6% | $4,815-99.5% | $10,133-99.8% |