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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 | $67,441 | $202,342-66.7% | $172,753-61.0% | $152,909-55.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 11.00% | 1029.88%-1018.9pp | 803.00%-792.0pp | 345.46%-334.5pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,767 | $5,948-19.8% | $5,198-8.3% | $5,851-18.5% |
| Admin fee / account holder | $9 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |