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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 | $75,685 | $149,741-49.5% | $118,914-36.4% | $158,982-52.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 75.4%+12.1pp | 82.0%+5.5pp |
| Annual return | 1.19% | 19.94%-18.8pp | 35.89%-34.7pp | 302.99%-301.8pp |
| Employer contribution / active EE | $1,256 | $4,119-69.5% | $3,264-61.5% | $4,763-73.6% |
| Participant deferral / active EE | $3,111 | $5,226-40.5% | $4,266-27.1% | $5,983-48.0% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |