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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 | $67,499 | $103,000-34.5% | $90,300-25.3% | $152,885-55.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 2.22% | 95.19%-93.0pp | 78.11%-75.9pp | 345.39%-343.2pp |
| Employer contribution / active EE | $2,363 | $3,138-24.7% | $2,854-17.2% | $4,763-50.4% |
| Participant deferral / active EE | $2,954 | $4,281-31.0% | $3,884-24.0% | $5,851-49.5% |
| Admin fee / account holder | $93 | $6,173-98.5% | $5,353-98.3% | $11,598-99.2% |