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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 | $109,263 | $144,130-24.2% | $117,861-7.3% | $147,586-26.0% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 8.39% | 531.20%-522.8pp | 335.11%-326.7pp | 578.59%-570.2pp |
| Employer contribution / active EE | $1,297 | $4,897-73.5% | $3,786-65.8% | $4,876-73.4% |
| Participant deferral / active EE | $2,383 | $5,316-55.2% | $4,482-46.8% | $5,439-56.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |