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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 | $51,575 | $210,698-75.5% | $178,014-71.0% | $145,959-64.7% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 2.98% | 386.27%-383.3pp | 294.80%-291.8pp | 561.95%-559.0pp |
| Employer contribution / active EE | $972 | $4,567-78.7% | $3,950-75.4% | $4,661-79.2% |
| Participant deferral / active EE | $6,083 | $6,958-12.6% | $6,276-3.1% | $6,689-9.1% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |