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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 | $60,504 | $102,595-41.0% | $94,057-35.7% | $154,746-60.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 10.04% | 583.42%-573.4pp | 480.62%-470.6pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,609 | $3,147-17.1% | $2,933-11.0% | $4,379-40.4% |
| Participant deferral / active EE | $6,950 | $5,118+35.8% | $4,709+47.6% | $6,730+3.3% |
| Admin fee / account holder | $52 | $7,736-99.3% | $7,244-99.3% | $14,365-99.6% |