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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 | $87,881 | $171,865-48.9% | $149,718-41.3% | $147,585-40.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.81% | 2113.29%-2107.5pp | 1501.67%-1495.9pp | 578.56%-572.8pp |
| Employer contribution / active EE | $12,999 | $6,275+107.1% | $5,445+138.7% | $4,876+166.6% |
| Participant deferral / active EE | $8,648 | $7,270+18.9% | $6,569+31.7% | $5,439+59.0% |
| Admin fee / account holder | $212 | $13,799-98.5% | $11,283-98.1% | $10,885-98.1% |