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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 | $11,526 | $100,938-88.6% | $90,461-87.3% | $158,982-92.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 4.90% | 1727.20%-1722.3pp | 1294.76%-1289.9pp | 302.99%-298.1pp |
| Employer contribution / active EE | $451 | $3,691-87.8% | $3,264-86.2% | $4,763-90.5% |
| Participant deferral / active EE | $827 | $4,350-81.0% | $3,964-79.1% | $5,983-86.2% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |