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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 | $85,373 | $88,778-3.8% | $81,844+4.3% | $145,884-41.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.88% | 1033.03%-1026.1pp | 778.87%-772.0pp | 551.85%-545.0pp |
| Employer contribution / active EE | $2,336 | $3,087-24.3% | $2,916-19.9% | $4,662-49.9% |
| Participant deferral / active EE | $3,571 | $4,648-23.2% | $4,323-17.4% | $6,690-46.6% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |