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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 | $88,778-42.7% | $81,844-37.9% | $145,884-65.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 9.27% | 1033.03%-1023.8pp | 778.87%-769.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,867 | $3,087-39.5% | $2,916-36.0% | $4,662-60.0% |
| Participant deferral / active EE | $2,139 | $4,648-54.0% | $4,323-50.5% | $6,690-68.0% |
| Admin fee / account holder | $146 | $8,430-98.3% | $7,355-98.0% | $13,392-98.9% |