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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 | $36,751 | $157,304-76.6% | $141,197-74.0% | $152,909-76.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 7.93% | 64.34%-56.4pp | 71.41%-63.5pp | 345.46%-337.5pp |
| Employer contribution / active EE | $1,823 | $5,263-65.4% | $4,736-61.5% | $4,764-61.7% |
| Participant deferral / active EE | $3,550 | $7,111-50.1% | $6,710-47.1% | $5,851-39.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |