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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 | $76,024 | $109,905-30.8% | $98,506-22.8% | $167,553-54.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.41% | 1960.20%-1951.8pp | 1494.92%-1486.5pp | 478.89%-470.5pp |
| Employer contribution / active EE | $5,311 | $3,226+64.6% | $2,961+79.3% | $4,840+9.7% |
| Participant deferral / active EE | $9,542 | $4,674+104.2% | $4,277+123.1% | $6,343+50.4% |
| Admin fee / account holder | $19 | $6,760-99.7% | $5,955-99.7% | $12,316-99.8% |