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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 | $43,371 | $90,486-52.1% | $78,676-44.9% | $273,972-84.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.36% | 75.62%-74.3pp | 62.19%-60.8pp | 41.46%-40.1pp |
| Employer contribution / active EE | $2,798 | $3,175-11.9% | $2,850-1.8% | $4,869-42.5% |
| Participant deferral / active EE | $9,825 | $3,901+151.8% | $3,517+179.4% | $5,287+85.8% |
| Admin fee / account holder | $23 | $5,263-99.6% | $4,510-99.5% | $10,133-99.8% |