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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 | $185,830-74.6% | $170,004-72.3% | $139,427-66.2% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 0.75% | 60.52%-59.8pp | 53.39%-52.6pp | 373.27%-372.5pp |
| Employer contribution / active EE | $2,099 | $7,591-72.3% | $6,786-69.1% | $4,752-55.8% |
| Participant deferral / active EE | $4,993 | $11,622-57.0% | $10,408-52.0% | $6,711-25.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |