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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 | $99,048 | $202,342-51.0% | $172,752-42.7% | $152,897-35.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.93% | 1029.83%-1017.9pp | 802.97%-791.0pp | 345.43%-333.5pp |
| Employer contribution / active EE | $1,250 | $5,858-78.7% | $5,144-75.7% | $4,764-73.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |