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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 | $50,508 | $135,956-62.8% | $123,894-59.2% | $273,972-81.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.35% | 56.63%-56.3pp | 47.52%-47.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $3,778 | $5,170-26.9% | $4,617-18.2% | $4,869-22.4% |
| Participant deferral / active EE | $3,330 | $6,343-47.5% | $5,984-44.4% | $5,287-37.0% |
| Admin fee / account holder | $106 | $9,817-98.9% | $8,357-98.7% | $10,133-99.0% |