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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 | $43,096 | $155,840-72.3% | $124,694-65.4% | $167,553-74.3% |
| Participation rate | 80.0% | 81.1%-1.1pp | 74.6%+5.4pp | 82.1%-2.1pp |
| Annual return | 4.58% | 17.98%-13.4pp | 5144.82%-5140.2pp | 478.89%-474.3pp |
| Employer contribution / active EE | $3,349 | $4,165-19.6% | $3,325+0.7% | $4,840-30.8% |
| Participant deferral / active EE | $5,200 | $5,675-8.4% | $4,615+12.7% | $6,343-18.0% |
| Admin fee / account holder | $18 | $9,536-99.8% | $7,495-99.8% | $12,316-99.9% |