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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 | $88,031 | $97,125-9.4% | $86,233+2.1% | $137,256-35.9% |
| Participation rate | 81.3% | 74.2%+7.1pp | 69.0%+12.2pp | 80.0%+1.3pp |
| Annual return | 1.65% | 74.19%-72.5pp | 61.39%-59.7pp | 220.34%-218.7pp |
| Employer contribution / active EE | $1,217 | $2,841-57.2% | $2,504-51.4% | $4,156-70.7% |
| Participant deferral / active EE | $4,722 | $5,180-8.8% | $4,559+3.6% | $6,407-26.3% |
| Admin fee / account holder | $39 | $9,725-99.6% | $8,342-99.5% | $12,270-99.7% |