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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 | $81,166 | $112,121-27.6% | $95,960-15.4% | $158,966-48.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 3.78% | 171.16%-167.4pp | 91.63%-87.9pp | 302.95%-299.2pp |
| Employer contribution / active EE | $1,225 | $3,199-61.7% | $2,541-51.8% | $4,762-74.3% |
| Participant deferral / active EE | $2,405 | $4,784-49.7% | $4,167-42.3% | $5,983-59.8% |
| Admin fee / account holder | $19 | $10,135-99.8% | $6,797-99.7% | $11,250-99.8% |