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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 | $69,874 | $100,203-30.3% | $85,240-18.0% | $145,897-52.1% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 1.76% | 84.28%-82.5pp | 66.75%-65.0pp | 552.29%-550.5pp |
| Employer contribution / active EE | $881 | $3,242-72.8% | $2,735-67.8% | $4,663-81.1% |
| Participant deferral / active EE | $2,093 | $5,299-60.5% | $4,527-53.8% | $6,689-68.7% |
| Admin fee / account holder | $7 | $7,265-99.9% | $6,165-99.9% | $13,390-99.9% |