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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 | $139,036 | $202,342-31.3% | $172,752-19.5% | $152,897-9.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.70% | 1029.83%-1025.1pp | 802.97%-798.3pp | 345.43%-340.7pp |
| Employer contribution / active EE | $9,919 | $5,858+69.3% | $5,144+92.8% | $4,764+108.2% |
| Participant deferral / active EE | $10,298 | $5,948+73.1% | $5,198+98.1% | $5,851+76.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |