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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 | $12,835 | $96,678-86.7% | $86,640-85.2% | $139,466-90.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 4.71% | 106.69%-102.0pp | 592.52%-587.8pp | 373.66%-369.0pp |
| Employer contribution / active EE | $1,837 | $3,265-43.8% | $3,024-39.3% | $4,754-61.4% |
| Participant deferral / active EE | $5,625 | $4,837+16.3% | $4,438+26.7% | $6,712-16.2% |
| Admin fee / account holder | $281 | $6,410-95.6% | $5,616-95.0% | $11,409-97.5% |