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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 | $49,690 | $109,872-54.8% | $98,483-49.5% | $167,536-70.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.46% | 1959.31%-1950.9pp | 1494.38%-1485.9pp | 478.82%-470.4pp |
| Employer contribution / active EE | $5,405 | $3,225+67.6% | $2,961+82.5% | $4,839+11.7% |
| Participant deferral / active EE | $4,048 | $4,673-13.4% | $4,276-5.3% | $6,342-36.2% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |