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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 | $31,706 | $202,342-84.3% | $172,752-81.6% | $152,897-79.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.51% | 1029.83%-1020.3pp | 802.97%-793.5pp | 345.43%-335.9pp |
| Employer contribution / active EE | $4,339 | $5,858-25.9% | $5,144-15.6% | $4,764-8.9% |
| Participant deferral / active EE | $3,739 | $5,948-37.1% | $5,198-28.1% | $5,851-36.1% |
| Admin fee / account holder | $214 | $17,111-98.7% | $13,955-98.5% | $11,599-98.2% |