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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 | $137,779 | $202,345-31.9% | $172,755-20.2% | $152,885-9.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.21% | 1029.77%-1022.6pp | 802.94%-795.7pp | 345.39%-338.2pp |
| Employer contribution / active EE | $3,875 | $5,858-33.8% | $5,144-24.7% | $4,763-18.6% |
| Participant deferral / active EE | $9,295 | $5,948+56.3% | $5,198+78.8% | $5,851+58.9% |
| Admin fee / account holder | $10 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |