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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 | $44,125 | $184,000-76.0% | $162,185-72.8% | $152,909-71.1% |
| Participation rate | 79.2% | 88.5%-9.3pp | 87.6%-8.4pp | 82.5%-3.3pp |
| Annual return | 5.78% | 150.80%-145.0pp | 115.61%-109.8pp | 345.46%-339.7pp |
| Employer contribution / active EE | $4,216 | $6,370-33.8% | $5,613-24.9% | $4,764-11.5% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $153 | $13,124-98.8% | $10,844-98.6% | $11,601-98.7% |