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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 | $33,224 | $102,696-67.6% | $86,235-61.5% | $139,487-76.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.47% | 1925.91%-1917.4pp | 1170.03%-1161.6pp | 373.84%-365.4pp |
| Employer contribution / active EE | $3,396 | $3,034+11.9% | $2,381+42.6% | $4,755-28.6% |
| Participant deferral / active EE | $2,957 | $4,679-36.8% | $3,987-25.8% | $6,713-56.0% |
| Admin fee / account holder | $252 | $8,667-97.1% | $6,856-96.3% | $11,407-97.8% |