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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 | $96,903 | $202,342-52.1% | $172,752-43.9% | $152,897-36.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.60% | 1029.83%-1020.2pp | 802.97%-793.4pp | 345.43%-335.8pp |
| Employer contribution / active EE | $2,400 | $5,858-59.0% | $5,144-53.3% | $4,764-49.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |