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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 | $39,203 | $73,546-46.7% | $63,018-37.8% | $147,586-73.4% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 8.69% | 175.56%-166.9pp | 87.62%-78.9pp | 578.59%-569.9pp |
| Employer contribution / active EE | $3,050 | $3,324-8.2% | $2,761+10.5% | $4,876-37.5% |
| Participant deferral / active EE | $800 | $4,185-80.9% | $3,330-76.0% | $5,439-85.3% |
| Admin fee / account holder | $192 | $5,956-96.8% | $3,601-94.7% | $10,886-98.2% |