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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 | $79,987 | $156,970-49.0% | $121,210-34.0% | $139,487-42.7% |
| Participation rate | 84.2% | 76.5%+7.7pp | 69.5%+14.7pp | 80.3%+3.9pp |
| Annual return | 8.13% | 1477.10%-1469.0pp | 987.41%-979.3pp | 373.84%-365.7pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,295 | $4,849-32.0% | $4,084-19.3% | $6,713-50.9% |
| Admin fee / account holder | $293 | $6,947-95.8% | $5,647-94.8% | $11,407-97.4% |