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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 | $108,031 | $69,774+54.8% | $67,561+59.9% | $74,429+45.1% |
| Participation rate | 90.6% | 71.4%+19.3pp | 72.9%+17.7pp | 67.2%+23.4pp |
| Annual return | 10.92% | -40.53%+51.5pp | 3525.44%-3514.5pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $1,820 | $2,710-32.9% | $2,735-33.5% | $2,625-30.7% |
| Participant deferral / active EE | $2,808 | $3,636-22.8% | $4,003-29.9% | $4,348-35.4% |
| Admin fee / account holder | $24 | $890-97.3% | $4,006-99.4% | $1,944-98.8% |