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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 | $43,770 | $171,867-74.5% | $149,716-70.8% | $147,585-70.3% |
| Participation rate | 95.8% | 88.2%+7.6pp | 87.1%+8.8pp | 82.8%+13.0pp |
| Annual return | 8.86% | 2113.36%-2104.5pp | 1501.67%-1492.8pp | 578.58%-569.7pp |
| Employer contribution / active EE | $4,691 | $6,275-25.2% | $5,444-13.8% | $4,876-3.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $225 | $13,799-98.4% | $11,282-98.0% | $10,886-97.9% |