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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 | $60,691 | $105,200-42.3% | $159,474-61.9% | $85,847-29.3% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.8%-5.1pp | 69.3%+8.5pp |
| Annual return | 10.80% | 45.08%-34.3pp | 263.68%-252.9pp | 318.61%-307.8pp |
| Employer contribution / active EE | $2,586 | $3,319-22.1% | $4,831-46.5% | $2,565+0.8% |
| Participant deferral / active EE | $5,927 | $5,946-0.3% | $7,353-19.4% | $3,952+50.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |