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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 | $86,867 | $149,040-41.7% | $120,225-27.7% | $137,256-36.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.19% | 605.68%-596.5pp | 439.23%-430.0pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,538 | $4,655+19.0% | $3,999+38.5% | $6,407-13.6% |
| Admin fee / account holder | $161 | $6,348-97.5% | $5,696-97.2% | $12,270-98.7% |