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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 | $172,111-66.7% | $150,298-61.8% | $137,256-58.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 3.01% | 69.37%-66.4pp | 62.79%-59.8pp | 220.34%-217.3pp |
| Employer contribution / active EE | $2,400 | $4,636-48.2% | $4,154-42.2% | $4,156-42.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |