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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 | $60,254 | $60,139+0.2% | $90,461-33.4% | $79,856-24.5% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 2.87% | 71.96%-69.1pp | 1294.76%-1291.9pp | 31.71%-28.8pp |
| Employer contribution / active EE | $2,947 | $2,069+42.4% | $3,264-9.7% | $2,471+19.2% |
| Participant deferral / active EE | $3,460 | $2,939+17.7% | $3,964-12.7% | $3,741-7.5% |
| Admin fee / account holder | $65 | $3,978-98.4% | $5,617-98.9% | $5,306-98.8% |