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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 | $130,212 | $202,342-35.6% | $172,752-24.6% | $152,897-14.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 7.35% | 1029.83%-1022.5pp | 802.97%-795.6pp | 345.43%-338.1pp |
| Employer contribution / active EE | $1,439 | $5,858-75.4% | $5,144-72.0% | $4,764-69.8% |
| Participant deferral / active EE | $6,918 | $5,948+16.3% | $5,198+33.1% | $5,851+18.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |