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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 | $171,867-48.9% | $149,721-41.3% | $147,586-40.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.81% | 2113.36%-2107.6pp | 1501.67%-1495.9pp | 578.59%-572.8pp |
| Employer contribution / active EE | $12,999 | $6,275+107.2% | $5,444+138.8% | $4,876+166.6% |
| Participant deferral / active EE | $8,648 | $7,270+19.0% | $6,568+31.7% | $5,439+59.0% |
| Admin fee / account holder | $212 | $13,799-98.5% | $11,282-98.1% | $10,886-98.1% |