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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 | $43,831 | $109,411-59.9% | $89,435-51.0% | $158,982-72.4% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.0%+16.6pp | 82.0%+2.6pp |
| Annual return | 1.89% | 345.68%-343.8pp | 245.55%-243.7pp | 302.99%-301.1pp |
| Employer contribution / active EE | $1,934 | $3,173-39.0% | $2,587-25.3% | $4,763-59.4% |
| Participant deferral / active EE | $3,291 | $4,600-28.4% | $3,890-15.4% | $5,983-45.0% |
| Admin fee / account holder | $199 | $6,159-96.8% | $4,884-95.9% | $11,252-98.2% |