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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 | $98,125 | $57,330+71.2% | $86,656+13.2% | $75,177+30.5% |
| Participation rate | 94.7% | 63.2%+31.5pp | 71.7%+23.0pp | 67.2%+27.5pp |
| Annual return | 12.34% | 2675.40%-2663.1pp | 593.09%-580.8pp | 160.75%-148.4pp |
| Employer contribution / active EE | $7,782 | $2,316+235.9% | $3,025+157.2% | $2,671+191.3% |
| Participant deferral / active EE | $7,562 | $3,320+127.8% | $4,439+70.3% | $4,126+83.3% |
| Admin fee / account holder | $80 | $4,115-98.1% | $5,619-98.6% | $5,651-98.6% |