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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 | $52,066 | $88,754-41.3% | $81,820-36.4% | $145,877-64.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.26% | 1031.77%-1022.5pp | 777.93%-768.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $7,381 | $3,085+139.2% | $2,915+153.2% | $4,663+58.3% |
| Participant deferral / active EE | $4,281 | $4,648-7.9% | $4,323-1.0% | $6,691-36.0% |
| Admin fee / account holder | $17 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |