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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 | $17,881 | $72,426-75.3% | $67,560-73.5% | $145,897-87.7% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.8pp | 80.3%-2.5pp |
| Annual return | 4.61% | 7226.78%-7222.2pp | 3533.50%-3528.9pp | 552.29%-547.7pp |
| Employer contribution / active EE | $3,164 | $3,074+2.9% | $2,737+15.6% | $4,663-32.1% |
| Participant deferral / active EE | $3,145 | $4,785-34.3% | $4,004-21.4% | $6,689-53.0% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |