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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 | $27,719 | $108,942-74.6% | $100,415-72.4% | $145,897-81.0% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 7.83% | 58.27%-50.4pp | 49.47%-41.6pp | 552.29%-544.5pp |
| Employer contribution / active EE | $3,760 | $4,422-15.0% | $3,943-4.6% | $4,663-19.4% |
| Participant deferral / active EE | $5,571 | $8,461-34.2% | $8,091-31.1% | $6,689-16.7% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |