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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 | $26,016 | $96,678-73.1% | $86,640-70.0% | $139,466-81.3% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 9.61% | 106.69%-97.1pp | 592.52%-582.9pp | 373.66%-364.1pp |
| Employer contribution / active EE | $1,660 | $3,265-49.2% | $3,024-45.1% | $4,754-65.1% |
| Participant deferral / active EE | $1,356 | $4,837-72.0% | $4,438-69.4% | $6,712-79.8% |
| Admin fee / account holder | $123 | $6,410-98.1% | $5,616-97.8% | $11,409-98.9% |