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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 | $79,476 | $47,479+67.4% | $62,929+26.3% | $82,448-3.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 0.49% | 20.34%-19.9pp | 1063.93%-1063.4pp | 41.64%-41.1pp |
| Employer contribution / active EE | $769 | $1,885-59.2% | $2,505-69.3% | $2,551-69.9% |
| Participant deferral / active EE | $915 | $2,870-68.1% | $3,888-76.5% | $4,139-77.9% |
| Admin fee / account holder | $104 | $3,804-97.3% | $5,065-97.9% | $7,234-98.6% |