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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 | $41,792 | $155,833-73.2% | $124,693-66.5% | $167,518-75.1% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 8.93% | 17.98%-9.0pp | 5144.19%-5135.3pp | 478.71%-469.8pp |
| Employer contribution / active EE | $2,985 | $4,164-28.3% | $3,324-10.2% | $4,838-38.3% |
| Participant deferral / active EE | $7,112 | $5,675+25.3% | $4,615+54.1% | $6,342+12.1% |
| Admin fee / account holder | $245 | $9,534-97.4% | $7,494-96.7% | $12,312-98.0% |