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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 | $69,072 | $171,867-59.8% | $149,721-53.9% | $147,586-53.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.72% | 2113.36%-2107.6pp | 1501.67%-1496.0pp | 578.59%-572.9pp |
| Employer contribution / active EE | $9,009 | $6,275+43.6% | $5,444+65.5% | $4,876+84.7% |
| Participant deferral / active EE | $8,761 | $7,270+20.5% | $6,568+33.4% | $5,439+61.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |