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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 | $83,605 | $202,342-58.7% | $172,753-51.6% | $152,909-45.3% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 11.36% | 1029.88%-1018.5pp | 803.00%-791.6pp | 345.46%-334.1pp |
| Employer contribution / active EE | $4,228 | $5,857-27.8% | $5,144-17.8% | $4,764-11.3% |
| Participant deferral / active EE | $5,387 | $5,948-9.4% | $5,198+3.6% | $5,851-7.9% |
| Admin fee / account holder | $18 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |