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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 | $48,217 | $90,486-46.7% | $78,676-38.7% | $273,972-82.4% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 0.54% | 75.62%-75.1pp | 62.19%-61.6pp | 41.46%-40.9pp |
| Employer contribution / active EE | $597 | $3,175-81.2% | $2,850-79.1% | $4,869-87.7% |
| Participant deferral / active EE | $657 | $3,901-83.2% | $3,517-81.3% | $5,287-87.6% |
| Admin fee / account holder | $8 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |