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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 | $90,242 | $202,342-55.4% | $172,752-47.8% | $152,897-41.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.27% | 1029.83%-1020.6pp | 802.97%-793.7pp | 345.43%-336.2pp |
| Employer contribution / active EE | $6,534 | $5,858+11.5% | $5,144+27.0% | $4,764+37.2% |
| Participant deferral / active EE | $4,236 | $5,948-28.8% | $5,198-18.5% | $5,851-27.6% |
| Admin fee / account holder | $235 | $17,111-98.6% | $13,955-98.3% | $11,599-98.0% |