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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 | $80,741 | $85,766-5.9% | $136,298-40.8% | $70,126+15.1% |
| Participation rate | 72.4% | 74.2%-1.7pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 3.81% | 31.46%-27.6pp | 5156.27%-5152.5pp | 73.15%-69.3pp |
| Employer contribution / active EE | $845 | $2,966-71.5% | $4,696-82.0% | $2,343-63.9% |
| Participant deferral / active EE | $2,468 | $5,051-51.1% | $6,247-60.5% | $3,332-25.9% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |