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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 | $73,307 | $202,342-63.8% | $172,753-57.6% | $152,909-52.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 10.29% | 1029.88%-1019.6pp | 803.00%-792.7pp | 345.46%-335.2pp |
| Employer contribution / active EE | $15,565 | $5,857+165.7% | $5,144+202.6% | $4,764+226.7% |
| Participant deferral / active EE | $11,979 | $5,948+101.4% | $5,198+130.5% | $5,851+104.7% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |