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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 | $149,977 | $202,345-25.9% | $172,755-13.2% | $152,885-1.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.97% | 1029.77%-1023.8pp | 802.94%-797.0pp | 345.39%-339.4pp |
| Employer contribution / active EE | $11,089 | $5,858+89.3% | $5,144+115.6% | $4,763+132.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $264 | $17,111-98.5% | $13,955-98.1% | $11,598-97.7% |