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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 | $54,773 | $90,486-39.5% | $78,676-30.4% | $273,972-80.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.19% | 75.62%-75.4pp | 62.19%-62.0pp | 41.46%-41.3pp |
| Employer contribution / active EE | $2,822 | $3,175-11.1% | $2,850-1.0% | $4,869-42.0% |
| Participant deferral / active EE | $10,052 | $3,901+157.6% | $3,517+185.8% | $5,287+90.1% |
| Admin fee / account holder | $19 | $5,263-99.6% | $4,510-99.6% | $10,133-99.8% |