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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 | $47,174 | $185,905-74.6% | $170,057-72.3% | $139,487-66.2% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 0.75% | 60.56%-59.8pp | 53.42%-52.7pp | 373.84%-373.1pp |
| Employer contribution / active EE | $2,099 | $7,597-72.4% | $6,790-69.1% | $4,755-55.8% |
| Participant deferral / active EE | $4,993 | $11,627-57.1% | $10,411-52.0% | $6,713-25.6% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |