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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 | $43,695 | $72,071-39.4% | $68,368-36.1% | $137,256-68.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 7.70% | 353.14%-345.4pp | 292.57%-284.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $2,339 | $2,788-16.1% | $2,649-11.7% | $4,156-43.7% |
| Participant deferral / active EE | $5,880 | $4,410+33.3% | $4,123+42.6% | $6,407-8.2% |
| Admin fee / account holder | $36 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |