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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 | $100,073-30.2% | $85,126-17.9% | $145,877-52.1% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 1.76% | 84.11%-82.3pp | 66.63%-64.9pp | 551.28%-549.5pp |
| Employer contribution / active EE | $881 | $3,236-72.8% | $2,731-67.7% | $4,663-81.1% |
| Participant deferral / active EE | $2,093 | $5,294-60.5% | $4,523-53.7% | $6,691-68.7% |
| Admin fee / account holder | $7 | $7,261-99.9% | $6,160-99.9% | $13,402-99.9% |