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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 | $64,431 | $226,135-71.5% | $182,558-64.7% | $152,909-57.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 5.61% | 192.60%-187.0pp | 148.59%-143.0pp | 345.46%-339.9pp |
| Employer contribution / active EE | $19,967 | $4,979+301.0% | $4,076+389.8% | $4,764+319.1% |
| Participant deferral / active EE | $11,702 | $6,371+83.7% | $5,526+111.8% | $5,851+100.0% |
| Admin fee / account holder | $59 | $10,707-99.4% | $8,594-99.3% | $11,601-99.5% |