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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 | $144,139 | $202,342-28.8% | $172,753-16.6% | $152,909-5.7% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 8.77% | 1029.88%-1021.1pp | 803.00%-794.2pp | 345.46%-336.7pp |
| Employer contribution / active EE | $2,876 | $5,857-50.9% | $5,144-44.1% | $4,764-39.6% |
| Participant deferral / active EE | $3,621 | $5,948-39.1% | $5,198-30.3% | $5,851-38.1% |
| Admin fee / account holder | $19 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |