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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 | $107,780 | $217,432-50.4% | $185,849-42.0% | $167,536-35.7% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 5.80% | 148.42%-142.6pp | 122.10%-116.3pp | 478.82%-473.0pp |
| Employer contribution / active EE | $1,477 | $5,875-74.9% | $5,169-71.4% | $4,839-69.5% |
| Participant deferral / active EE | $5,270 | $6,357-17.1% | $5,569-5.4% | $6,342-16.9% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |