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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 | $51,452 | $88,778-42.0% | $81,844-37.1% | $145,884-64.7% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 8.35% | 1033.03%-1024.7pp | 778.87%-770.5pp | 551.85%-543.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,703 | $4,648-41.8% | $4,323-37.5% | $6,690-59.6% |
| Admin fee / account holder | $80 | $8,430-99.1% | $7,355-98.9% | $13,392-99.4% |