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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 | $36,144 | $114,073-68.3% | $96,161-62.4% | $167,518-78.4% |
| Participation rate | 76.9% | 75.1%+1.9pp | 68.4%+8.5pp | 82.1%-5.2pp |
| Annual return | 4.25% | 189.95%-185.7pp | 192.01%-187.8pp | 478.71%-474.5pp |
| Employer contribution / active EE | $3,282 | $3,428-4.3% | $2,798+17.3% | $4,838-32.2% |
| Participant deferral / active EE | $3,744 | $5,195-27.9% | $4,349-13.9% | $6,342-41.0% |
| Admin fee / account holder | $50 | $6,899-99.3% | $5,538-99.1% | $12,312-99.6% |