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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 | $33,257 | $202,342-83.6% | $172,752-80.7% | $152,897-78.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.96% | 1029.83%-1020.9pp | 802.97%-794.0pp | 345.43%-336.5pp |
| Employer contribution / active EE | $1,436 | $5,858-75.5% | $5,144-72.1% | $4,764-69.8% |
| Participant deferral / active EE | $5,958 | $5,948+0.2% | $5,198+14.6% | $5,851+1.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |