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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 | $30,573 | $88,815-65.6% | $81,882-62.7% | $145,897-79.0% |
| Participation rate | 72.2% | 75.1%-2.9pp | 72.4%-0.2pp | 80.3%-8.1pp |
| Annual return | 9.39% | 1033.75%-1024.4pp | 779.47%-770.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $868 | $3,086-71.9% | $2,916-70.2% | $4,663-81.4% |
| Participant deferral / active EE | $2,046 | $4,647-56.0% | $4,323-52.7% | $6,689-69.4% |
| Admin fee / account holder | $19 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |