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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 | $99,087 | $99,652-0.6% | $78,778+25.8% | $147,586-32.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 4.43% | 47.28%-42.9pp | 35.62%-31.2pp | 578.59%-574.2pp |
| Employer contribution / active EE | $558 | $2,796-80.1% | $1,986-71.9% | $4,876-88.6% |
| Participant deferral / active EE | $1,500 | $3,664-59.1% | $2,958-49.3% | $5,439-72.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |