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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 | $60,499 | $72,071-16.1% | $68,368-11.5% | $137,256-55.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.75% | 353.14%-342.4pp | 292.57%-281.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $3,607 | $2,788+29.4% | $2,649+36.2% | $4,156-13.2% |
| Participant deferral / active EE | $4,735 | $4,410+7.4% | $4,123+14.8% | $6,407-26.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |