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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 | $45,867 | $72,071-36.4% | $68,368-32.9% | $137,256-66.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.63% | 353.14%-342.5pp | 292.57%-281.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,135 | $2,788+12.4% | $2,649+18.3% | $4,156-24.6% |
| Participant deferral / active EE | $1,559 | $4,410-64.6% | $4,123-62.2% | $6,407-75.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |