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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 | $49,131 | $99,011-50.4% | $86,582-43.3% | $147,586-66.7% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 3.31% | 1312.75%-1309.4pp | 965.08%-961.8pp | 578.59%-575.3pp |
| Employer contribution / active EE | $439 | $3,132-86.0% | $2,839-84.6% | $4,876-91.0% |
| Participant deferral / active EE | $5,756 | $3,972+44.9% | $3,609+59.5% | $5,439+5.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |