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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 | $33,167 | $202,342-83.6% | $172,753-80.8% | $152,909-78.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.28% | 1029.88%-1020.6pp | 803.00%-793.7pp | 345.46%-336.2pp |
| Employer contribution / active EE | $10,871 | $5,857+85.6% | $5,144+111.3% | $4,764+128.2% |
| Participant deferral / active EE | $7,398 | $5,948+24.4% | $5,198+42.3% | $5,851+26.4% |
| Admin fee / account holder | $241 | $17,112-98.6% | $13,956-98.3% | $11,601-97.9% |