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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 | $44,854 | $165,361-72.9% | $149,715-70.0% | $158,950-71.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 5.91% | 348.24%-342.3pp | 276.66%-270.7pp | 302.91%-297.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,308 | $7,182+1.8% | $6,842+6.8% | $5,983+22.1% |
| Admin fee / account holder | $297 | $10,808-97.3% | $9,310-96.8% | $11,248-97.4% |