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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 | $69,728 | $115,814-39.8% | $101,275-31.1% | $158,982-56.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.38% | 56.16%-54.8pp | 46.48%-45.1pp | 302.99%-301.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,334 | $4,958+27.7% | $4,371+44.9% | $5,983+5.9% |
| Admin fee / account holder | $16 | $7,249-99.8% | $5,948-99.7% | $11,252-99.9% |