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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 | $60,323 | $171,867-64.9% | $149,721-59.7% | $147,586-59.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.73% | 2113.36%-2105.6pp | 1501.67%-1493.9pp | 578.59%-570.9pp |
| Employer contribution / active EE | $2,366 | $6,275-62.3% | $5,444-56.5% | $4,876-51.5% |
| Participant deferral / active EE | $6,132 | $7,270-15.6% | $6,568-6.6% | $5,439+12.8% |
| Admin fee / account holder | $186 | $13,799-98.6% | $11,282-98.3% | $10,886-98.3% |