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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 | $107,388 | $124,980-14.1% | $108,359-0.9% | $154,746-30.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 0.19% | 45.00%-44.8pp | 36.89%-36.7pp | 172.34%-172.1pp |
| Employer contribution / active EE | $750 | $2,851-73.7% | $2,399-68.7% | $4,379-82.9% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |