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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 | $127,472 | $88,778+43.6% | $81,844+55.8% | $145,884-12.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.40% | 1033.03%-1023.6pp | 778.87%-769.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,438 | $3,087-53.4% | $2,916-50.7% | $4,662-69.2% |
| Participant deferral / active EE | $5,175 | $4,648+11.3% | $4,323+19.7% | $6,690-22.6% |
| Admin fee / account holder | $15 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |