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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 | $100,219 | $184,000-45.5% | $162,185-38.2% | $152,909-34.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 5.79% | 150.80%-145.0pp | 115.61%-109.8pp | 345.46%-339.7pp |
| Employer contribution / active EE | $11,630 | $6,370+82.6% | $5,613+107.2% | $4,764+144.1% |
| Participant deferral / active EE | $7,548 | $8,033-6.0% | $7,297+3.4% | $5,851+29.0% |
| Admin fee / account holder | $52 | $13,124-99.6% | $10,844-99.5% | $11,601-99.6% |