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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 | $9,879 | $114,119-91.3% | $107,187-90.8% | $138,895-92.9% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 79.9%+11.7pp |
| Annual return | 10.50% | 273.21%-262.7pp | 204.55%-194.0pp | 145.39%-134.9pp |
| Employer contribution / active EE | $1,039 | $4,059-74.4% | $3,782-72.5% | $4,194-75.2% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |