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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 | $123,155-12.8% | $108,753-1.3% | $155,188-30.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 0.19% | 44.73%-44.5pp | 37.47%-37.3pp | 148.84%-148.6pp |
| Employer contribution / active EE | $750 | $2,811-73.3% | $2,427-69.1% | $4,248-82.3% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |