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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 | $41,793 | $109,872-62.0% | $98,483-57.6% | $167,536-75.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 6.38% | 1959.31%-1952.9pp | 1494.38%-1488.0pp | 478.82%-472.4pp |
| Employer contribution / active EE | $2,138 | $3,225-33.7% | $2,961-27.8% | $4,839-55.8% |
| Participant deferral / active EE | $5,258 | $4,673+12.5% | $4,276+23.0% | $6,342-17.1% |
| Admin fee / account holder | $194 | $6,757-97.1% | $5,953-96.7% | $12,315-98.4% |