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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 | $49,041 | $90,486-45.8% | $78,676-37.7% | $273,972-82.1% |
| Participation rate | 88.2% | 76.5%+11.7pp | 73.6%+14.7pp | 83.0%+5.2pp |
| Annual return | -0.04% | 75.62%-75.7pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,294 | $3,175-59.3% | $2,850-54.6% | $4,869-73.4% |
| Participant deferral / active EE | $2,445 | $3,901-37.3% | $3,517-30.5% | $5,287-53.8% |
| Admin fee / account holder | $3 | $5,263-99.9% | $4,510-99.9% | $10,133-100.0% |