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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 | $42,825 | $144,124-70.3% | $117,857-63.7% | $147,585-71.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 5.83% | 531.17%-525.3pp | 335.09%-329.3pp | 578.57%-572.7pp |
| Employer contribution / active EE | $1,043 | $4,897-78.7% | $3,786-72.4% | $4,876-78.6% |
| Participant deferral / active EE | $3,080 | $5,316-42.1% | $4,482-31.3% | $5,439-43.4% |
| Admin fee / account holder | $188 | $10,886-98.3% | $8,020-97.7% | $10,885-98.3% |