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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 | $47,063 | $63,346-25.7% | $92,240-49.0% | $70,126-32.9% |
| Participation rate | 78.8% | 68.7%+10.1pp | 76.5%+2.3pp | 69.5%+9.2pp |
| Annual return | 4.04% | 530.19%-526.1pp | 176.29%-172.3pp | 73.15%-69.1pp |
| Employer contribution / active EE | $805 | $2,471-67.4% | $3,680-78.1% | $2,343-65.6% |
| Participant deferral / active EE | $2,232 | $2,854-21.8% | $3,897-42.7% | $3,332-33.0% |
| Admin fee / account holder | $48 | $3,841-98.8% | $5,194-99.1% | $4,645-99.0% |