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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 | $108,882-19.1% | $96,754-9.0% | $154,746-43.1% |
| Participation rate | 81.3% | 75.1%+6.2pp | 70.3%+11.0pp | 80.7%+0.5pp |
| Annual return | 1.65% | 98.39%-96.7pp | 82.04%-80.4pp | 172.34%-170.7pp |
| Employer contribution / active EE | $1,217 | $3,018-59.7% | $2,679-54.6% | $4,379-72.2% |
| Participant deferral / active EE | $4,722 | $5,323-11.3% | $4,758-0.8% | $6,730-29.8% |
| Admin fee / account holder | $39 | $10,200-99.6% | $8,905-99.6% | $14,365-99.7% |