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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 | $58,307 | $99,009-41.1% | $86,581-32.7% | $147,585-60.5% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 6.32% | 1312.70%-1306.4pp | 965.06%-958.7pp | 578.58%-572.3pp |
| Employer contribution / active EE | $1,288 | $3,132-58.9% | $2,840-54.6% | $4,876-73.6% |
| Participant deferral / active EE | $3,791 | $3,972-4.6% | $3,609+5.1% | $5,439-30.3% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |