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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 | $64,019 | $149,679-57.2% | $117,039-45.3% | $147,586-56.6% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | 1.56% | 19.31%-17.8pp | 18.95%-17.4pp | 578.59%-577.0pp |
| Employer contribution / active EE | $942 | $4,937-80.9% | $3,785-75.1% | $4,876-80.7% |
| Participant deferral / active EE | $2,552 | $4,912-48.1% | $3,929-35.1% | $5,439-53.1% |
| Admin fee / account holder | $153 | $7,856-98.1% | $5,974-97.4% | $10,886-98.6% |