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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 | $93,853 | $184,000-49.0% | $162,185-42.1% | $152,909-38.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 7.14% | 150.80%-143.7pp | 115.61%-108.5pp | 345.46%-338.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,333 | $8,033+3.7% | $7,297+14.2% | $5,851+42.4% |
| Admin fee / account holder | $280 | $13,124-97.9% | $10,844-97.4% | $11,601-97.6% |