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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 | $31,209 | $144,130-78.3% | $117,861-73.5% | $147,586-78.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 5.75% | 531.20%-525.4pp | 335.11%-329.4pp | 578.59%-572.8pp |
| Employer contribution / active EE | $9,024 | $4,897+84.3% | $3,786+138.3% | $4,876+85.1% |
| Participant deferral / active EE | $4,063 | $5,316-23.6% | $4,482-9.4% | $5,439-25.3% |
| Admin fee / account holder | $118 | $10,887-98.9% | $8,021-98.5% | $10,886-98.9% |