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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 | $58,052 | $124,346-53.3% | $111,306-47.8% | $167,553-65.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.28% | 37.46%-29.2pp | 54.67%-46.4pp | 478.89%-470.6pp |
| Employer contribution / active EE | $1,746 | $3,438-49.2% | $2,732-36.1% | $4,840-63.9% |
| Participant deferral / active EE | $1,773 | $5,182-65.8% | $4,488-60.5% | $6,343-72.1% |
| Admin fee / account holder | $74 | $10,623-99.3% | $7,966-99.1% | $12,316-99.4% |