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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 | $53,456 | $88,815-39.8% | $81,882-34.7% | $145,897-63.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.77% | 1033.75%-1025.0pp | 779.47%-770.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $4,393 | $3,086+42.3% | $2,916+50.7% | $4,663-5.8% |
| Participant deferral / active EE | $4,483 | $4,647-3.5% | $4,323+3.7% | $6,689-33.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |