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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 | $123,750-94.1% | $69,611-89.5% | $145,877-95.0% |
| Participation rate | 78.9% | 69.2%+9.7pp | 66.4%+12.5pp | 80.3%-1.4pp |
| Annual return | 5.44% | 192.03%-186.6pp | 101.14%-95.7pp | 551.28%-545.8pp |
| Employer contribution / active EE | $3,295 | $2,672+23.3% | $1,709+92.9% | $4,663-29.3% |
| Participant deferral / active EE | $2,816 | $4,243-33.6% | $2,891-2.6% | $6,691-57.9% |
| Admin fee / account holder | $70 | $7,817-99.1% | $4,696-98.5% | $13,402-99.5% |