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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 | $39,880 | $176,120-77.4% | $159,487-75.0% | $167,553-76.2% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 7.08% | 331.95%-324.9pp | 263.71%-256.6pp | 478.89%-471.8pp |
| Employer contribution / active EE | $10,935 | $5,299+106.3% | $4,831+126.3% | $4,840+125.9% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |