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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 | $43,145 | $202,342-78.7% | $172,752-75.0% | $152,897-71.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 4.66% | 1029.83%-1025.2pp | 802.97%-798.3pp | 345.43%-340.8pp |
| Employer contribution / active EE | $3,720 | $5,858-36.5% | $5,144-27.7% | $4,764-21.9% |
| Participant deferral / active EE | $11,500 | $5,948+93.3% | $5,198+121.2% | $5,851+96.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |