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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 | $108,897-74.5% | $100,378-72.4% | $145,877-81.0% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 7.83% | 58.17%-50.3pp | 49.41%-41.6pp | 551.28%-543.5pp |
| Employer contribution / active EE | $3,760 | $4,420-14.9% | $3,942-4.6% | $4,663-19.4% |
| Participant deferral / active EE | $5,571 | $8,455-34.1% | $8,087-31.1% | $6,691-16.7% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |