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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 | $51,361 | $150,447-65.9% | $136,298-62.3% | $147,586-65.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 4.28% | 1049.15%-1044.9pp | 5156.27%-5152.0pp | 578.59%-574.3pp |
| Employer contribution / active EE | $1,749 | $5,256-66.7% | $4,696-62.8% | $4,876-64.1% |
| Participant deferral / active EE | $4,316 | $6,631-34.9% | $6,247-30.9% | $5,439-20.6% |
| Admin fee / account holder | $75 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |