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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 | $45,997 | $88,815-48.2% | $81,882-43.8% | $145,897-68.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 9.40% | 1033.75%-1024.3pp | 779.47%-770.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,776 | $3,086-10.1% | $2,916-4.8% | $4,663-40.5% |
| Participant deferral / active EE | $7,571 | $4,647+62.9% | $4,323+75.1% | $6,689+13.2% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |