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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 | $55,134 | $150,447-63.4% | $136,298-59.5% | $147,586-62.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 6.52% | 1049.15%-1042.6pp | 5156.27%-5149.7pp | 578.59%-572.1pp |
| Employer contribution / active EE | $4,160 | $5,256-20.9% | $4,696-11.4% | $4,876-14.7% |
| Participant deferral / active EE | $14,400 | $6,631+117.2% | $6,247+130.5% | $5,439+164.8% |
| Admin fee / account holder | $280 | $10,906-97.4% | $9,244-97.0% | $10,886-97.4% |