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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 | $41,791 | $171,867-75.7% | $149,721-72.1% | $147,586-71.7% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 4.42% | 2113.36%-2108.9pp | 1501.67%-1497.2pp | 578.59%-574.2pp |
| Employer contribution / active EE | $2,492 | $6,275-60.3% | $5,444-54.2% | $4,876-48.9% |
| Participant deferral / active EE | $9,452 | $7,270+30.0% | $6,568+43.9% | $5,439+73.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |