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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 | $35,683 | $209,888-83.0% | $189,545-81.2% | $167,553-78.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.75% | 748.66%-740.9pp | 555.36%-547.6pp | 478.89%-471.1pp |
| Employer contribution / active EE | $3,351 | $6,915-51.5% | $6,162-45.6% | $4,840-30.8% |
| Participant deferral / active EE | $7,088 | $8,934-20.7% | $8,220-13.8% | $6,343+11.8% |
| Admin fee / account holder | $204 | $14,300-98.6% | $12,049-98.3% | $12,316-98.3% |