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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 | $61,889 | $100,203-38.2% | $85,240-27.4% | $145,897-57.6% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 2.46% | 84.28%-81.8pp | 66.75%-64.3pp | 552.29%-549.8pp |
| Employer contribution / active EE | $544 | $3,242-83.2% | $2,735-80.1% | $4,663-88.3% |
| Participant deferral / active EE | $1,299 | $5,299-75.5% | $4,527-71.3% | $6,689-80.6% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |