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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 | $58,775 | $112,935-48.0% | $90,970-35.4% | $158,966-63.0% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 1.41% | 215.79%-214.4pp | 134.58%-133.2pp | 302.95%-301.5pp |
| Employer contribution / active EE | $1,065 | $2,895-63.2% | $2,122-49.8% | $4,762-77.6% |
| Participant deferral / active EE | $10,139 | $4,129+145.6% | $3,373+200.6% | $5,983+69.5% |
| Admin fee / account holder | $21 | $8,045-99.7% | $5,960-99.7% | $11,250-99.8% |