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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 | $50,856 | $88,710-42.7% | $81,783-37.8% | $145,959-65.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 9.27% | 1027.26%-1018.0pp | 775.05%-765.8pp | 561.95%-552.7pp |
| Employer contribution / active EE | $1,867 | $3,083-39.5% | $2,913-35.9% | $4,661-60.0% |
| Participant deferral / active EE | $2,139 | $4,645-53.9% | $4,320-50.5% | $6,689-68.0% |
| Admin fee / account holder | $146 | $8,407-98.3% | $7,380-98.0% | $13,398-98.9% |