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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 | $202,342-66.6% | $172,753-60.9% | $152,909-55.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.21% | 1029.88%-1020.7pp | 803.00%-793.8pp | 345.46%-336.2pp |
| Employer contribution / active EE | $19,710 | $5,857+236.5% | $5,144+283.2% | $4,764+313.7% |
| Participant deferral / active EE | $13,700 | $5,948+130.3% | $5,198+163.6% | $5,851+134.1% |
| Admin fee / account holder | $269 | $17,112-98.4% | $13,956-98.1% | $11,601-97.7% |