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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 | $94,524 | $105,200-10.1% | $159,474-40.7% | $85,847+10.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.64% | 45.08%-34.4pp | 263.68%-253.0pp | 318.61%-308.0pp |
| Employer contribution / active EE | $4,065 | $3,319+22.5% | $4,831-15.9% | $2,565+58.5% |
| Participant deferral / active EE | $5,601 | $5,946-5.8% | $7,353-23.8% | $3,952+41.7% |
| Admin fee / account holder | $80 | $6,934-98.8% | $10,802-99.3% | $6,261-98.7% |