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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 | $19,606 | $90,509-78.3% | $78,693-75.1% | $273,968-92.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.74% | 75.61%-74.9pp | 62.18%-61.4pp | 41.45%-40.7pp |
| Employer contribution / active EE | $1,388 | $3,175-56.3% | $2,850-51.3% | $4,869-71.5% |
| Participant deferral / active EE | $1,717 | $3,901-56.0% | $3,517-51.2% | $5,287-67.5% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |