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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 | $57,784 | $112,131-48.5% | $95,964-39.8% | $158,982-63.7% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 5.80% | 171.19%-165.4pp | 91.64%-85.8pp | 302.99%-297.2pp |
| Employer contribution / active EE | $2,851 | $3,199-10.9% | $2,541+12.2% | $4,763-40.2% |
| Participant deferral / active EE | $5,563 | $4,784+16.3% | $4,167+33.5% | $5,983-7.0% |
| Admin fee / account holder | $24 | $10,136-99.8% | $6,797-99.6% | $11,252-99.8% |