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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 | $49,278 | $184,000-73.2% | $162,185-69.6% | $152,909-67.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 10.05% | 150.80%-140.7pp | 115.61%-105.6pp | 345.46%-335.4pp |
| Employer contribution / active EE | $10,942 | $6,370+71.8% | $5,613+94.9% | $4,764+129.7% |
| Participant deferral / active EE | $12,500 | $8,033+55.6% | $7,297+71.3% | $5,851+113.6% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |