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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 | $57,382 | $185,312-69.0% | $161,489-64.5% | $154,746-62.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 3.01% | 103.84%-100.8pp | 89.72%-86.7pp | 172.34%-169.3pp |
| Employer contribution / active EE | $2,400 | $4,769-49.7% | $4,268-43.8% | $4,379-45.2% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |