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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 | $44,711 | $171,867-74.0% | $149,721-70.1% | $147,586-69.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.25% | 2113.36%-2105.1pp | 1501.67%-1493.4pp | 578.59%-570.3pp |
| Employer contribution / active EE | $10,674 | $6,275+70.1% | $5,444+96.1% | $4,876+118.9% |
| Participant deferral / active EE | $3,972 | $7,270-45.4% | $6,568-39.5% | $5,439-27.0% |
| Admin fee / account holder | $1 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |