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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 | $66,513 | $88,815-25.1% | $81,882-18.8% | $145,897-54.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 5.48% | 1033.75%-1028.3pp | 779.47%-774.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $5,700 | $3,086+84.7% | $2,916+95.5% | $4,663+22.2% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13 | $8,434-99.8% | $7,360-99.8% | $13,390-99.9% |