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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 | $61,714 | $70,366-12.3% | $66,674-7.4% | $138,895-55.6% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.7%+10.9pp | 79.9%+4.7pp |
| Annual return | 13.06% | 386.41%-373.4pp | 321.24%-308.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $2,563 | $2,765-7.3% | $2,620-2.2% | $4,194-38.9% |
| Participant deferral / active EE | $4,358 | $4,374-0.4% | $4,084+6.7% | $6,396-31.9% |
| Admin fee / account holder | $266 | $5,262-94.9% | $5,098-94.8% | $12,562-97.9% |