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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 | $56,611 | $96,678-41.4% | $86,640-34.7% | $139,466-59.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.77% | 106.69%-95.9pp | 592.52%-581.8pp | 373.66%-362.9pp |
| Employer contribution / active EE | $3,659 | $3,265+12.1% | $3,024+21.0% | $4,754-23.0% |
| Participant deferral / active EE | $5,518 | $4,837+14.1% | $4,438+24.3% | $6,712-17.8% |
| Admin fee / account holder | $15 | $6,410-99.8% | $5,616-99.7% | $11,409-99.9% |