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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 | $19,743 | $90,486-78.2% | $78,676-74.9% | $273,972-92.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.39% | 75.62%-74.2pp | 62.19%-60.8pp | 41.46%-40.1pp |
| Employer contribution / active EE | $7,614 | $3,175+139.8% | $2,850+167.2% | $4,869+56.4% |
| Participant deferral / active EE | $7,555 | $3,901+93.7% | $3,517+114.8% | $5,287+42.9% |
| Admin fee / account holder | $268 | $5,263-94.9% | $4,510-94.1% | $10,133-97.4% |