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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 | $45,602 | $99,652-54.2% | $78,778-42.1% | $147,586-69.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 2.20% | 47.28%-45.1pp | 35.62%-33.4pp | 578.59%-576.4pp |
| Employer contribution / active EE | $632 | $2,796-77.4% | $1,986-68.2% | $4,876-87.0% |
| Participant deferral / active EE | $4,942 | $3,664+34.9% | $2,958+67.1% | $5,439-9.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |