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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 | $32,864 | $209,847-84.3% | $189,520-82.7% | $167,518-80.4% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 7.94% | 748.45%-740.5pp | 555.25%-547.3pp | 478.71%-470.8pp |
| Employer contribution / active EE | $4,830 | $6,913-30.1% | $6,161-21.6% | $4,838-0.2% |
| Participant deferral / active EE | $10,259 | $8,934+14.8% | $8,220+24.8% | $6,342+61.8% |
| Admin fee / account holder | $5 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |