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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 | $13,909 | $108,942-87.2% | $100,415-86.1% | $145,897-90.5% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 8.37% | 58.27%-49.9pp | 49.47%-41.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $3,345 | $4,422-24.3% | $3,943-15.2% | $4,663-28.3% |
| Participant deferral / active EE | $3,547 | $8,461-58.1% | $8,091-56.2% | $6,689-47.0% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |