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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 | $138,864 | $202,342-31.4% | $172,752-19.6% | $152,897-9.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.98% | 1029.83%-1019.8pp | 802.97%-793.0pp | 345.43%-335.4pp |
| Employer contribution / active EE | $2,509 | $5,858-57.2% | $5,144-51.2% | $4,764-47.3% |
| Participant deferral / active EE | $12,228 | $5,948+105.6% | $5,198+135.2% | $5,851+109.0% |
| Admin fee / account holder | $114 | $17,111-99.3% | $13,955-99.2% | $11,599-99.0% |