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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 | $7,324 | $123,859-94.1% | $69,632-89.5% | $145,897-95.0% |
| Participation rate | 78.9% | 69.2%+9.7pp | 66.4%+12.5pp | 80.3%-1.4pp |
| Annual return | 5.44% | 192.49%-187.1pp | 101.32%-95.9pp | 552.29%-546.9pp |
| Employer contribution / active EE | $3,295 | $2,673+23.3% | $1,708+92.9% | $4,663-29.3% |
| Participant deferral / active EE | $2,816 | $4,242-33.6% | $2,889-2.5% | $6,689-57.9% |
| Admin fee / account holder | $70 | $7,817-99.1% | $4,695-98.5% | $13,390-99.5% |