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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 | $67,520 | $202,326-66.6% | $172,745-60.9% | $152,870-55.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.21% | 1029.72%-1020.5pp | 802.90%-793.7pp | 345.34%-336.1pp |
| Employer contribution / active EE | $19,710 | $5,858+236.5% | $5,144+283.1% | $4,763+313.8% |
| Participant deferral / active EE | $13,700 | $5,948+130.3% | $5,197+163.6% | $5,850+134.2% |
| Admin fee / account holder | $269 | $17,110-98.4% | $13,954-98.1% | $11,597-97.7% |