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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 | $81,219 | $96,691-16.0% | $86,656-6.3% | $139,487-41.8% |
| Participation rate | 88.2% | 74.4%+13.8pp | 71.7%+16.5pp | 80.3%+7.9pp |
| Annual return | 8.79% | 106.87%-98.1pp | 593.09%-584.3pp | 373.84%-365.0pp |
| Employer contribution / active EE | $2,927 | $3,267-10.4% | $3,025-3.2% | $4,755-38.4% |
| Participant deferral / active EE | $1,996 | $4,838-58.7% | $4,439-55.0% | $6,713-70.3% |
| Admin fee / account holder | $104 | $6,414-98.4% | $5,619-98.1% | $11,407-99.1% |