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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 | $122,577 | $152,619-19.7% | $125,195-2.1% | $152,909-19.8% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 1.58% | 54.85%-53.3pp | 43.79%-42.2pp | 345.46%-343.9pp |
| Employer contribution / active EE | $1,736 | $4,947-64.9% | $3,866-55.1% | $4,764-63.6% |
| Participant deferral / active EE | $5,940 | $5,869+1.2% | $4,937+20.3% | $5,851+1.5% |
| Admin fee / account holder | $14 | $13,437-99.9% | $9,704-99.9% | $11,601-99.9% |