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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 | $34,198 | $175,259-80.5% | $149,723-77.2% | $139,487-75.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.56% | 166.82%-158.3pp | 134.50%-125.9pp | 373.84%-365.3pp |
| Employer contribution / active EE | $9,468 | $5,478+72.8% | $4,821+96.4% | $4,755+99.1% |
| Participant deferral / active EE | $6,594 | $6,522+1.1% | $5,682+16.0% | $6,713-1.8% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |