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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 | $50,789 | $202,342-74.9% | $172,753-70.6% | $152,909-66.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.96% | 1029.88%-1028.9pp | 803.00%-802.0pp | 345.46%-344.5pp |
| Employer contribution / active EE | $5,530 | $5,857-5.6% | $5,144+7.5% | $4,764+16.1% |
| Participant deferral / active EE | $9,871 | $5,948+66.0% | $5,198+89.9% | $5,851+68.7% |
| Admin fee / account holder | $13 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |