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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 | $41,689 | $198,462-79.0% | $170,439-75.5% | $147,585-71.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.50% | 257.30%-250.8pp | 205.94%-199.4pp | 578.58%-572.1pp |
| Employer contribution / active EE | $14,230 | $6,184+130.1% | $5,433+161.9% | $4,876+191.8% |
| Participant deferral / active EE | $6,103 | $5,629+8.4% | $4,939+23.6% | $5,439+12.2% |
| Admin fee / account holder | $96 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |