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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 | $38,429 | $111,785-65.6% | $93,669-59.0% | $145,877-73.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 6.06% | 203.79%-197.7pp | 133.59%-127.5pp | 551.28%-545.2pp |
| Employer contribution / active EE | $891 | $3,096-71.2% | $2,424-63.3% | $4,663-80.9% |
| Participant deferral / active EE | $1,962 | $4,919-60.1% | $4,416-55.6% | $6,691-70.7% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |