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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 | $88,754-65.6% | $81,820-62.6% | $145,877-79.0% |
| Participation rate | 72.2% | 75.1%-2.9pp | 72.4%-0.2pp | 80.3%-8.1pp |
| Annual return | 9.39% | 1031.77%-1022.4pp | 777.93%-768.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $868 | $3,085-71.9% | $2,915-70.2% | $4,663-81.4% |
| Participant deferral / active EE | $2,046 | $4,648-56.0% | $4,323-52.7% | $6,691-69.4% |
| Admin fee / account holder | $19 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |