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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 | $48,647 | $70,366-30.9% | $66,674-27.0% | $138,895-65.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 10.73% | 386.41%-375.7pp | 321.24%-310.5pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,028 | $4,374-53.6% | $4,084-50.3% | $6,396-68.3% |
| Admin fee / account holder | $16 | $5,262-99.7% | $5,098-99.7% | $12,562-99.9% |