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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 | $44,550 | $88,778-49.8% | $81,844-45.6% | $145,884-69.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 8.88% | 1033.03%-1024.2pp | 778.87%-770.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $5,262 | $3,087+70.5% | $2,916+80.4% | $4,662+12.9% |
| Participant deferral / active EE | $2,943 | $4,648-36.7% | $4,323-31.9% | $6,690-56.0% |
| Admin fee / account holder | $100 | $8,430-98.8% | $7,355-98.6% | $13,392-99.3% |