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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 | $46,478 | $184,000-74.7% | $162,185-71.3% | $152,909-69.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 10.99% | 150.80%-139.8pp | 115.61%-104.6pp | 345.46%-334.5pp |
| Employer contribution / active EE | $14,268 | $6,370+124.0% | $5,613+154.2% | $4,764+199.5% |
| Participant deferral / active EE | $13,667 | $8,033+70.1% | $7,297+87.3% | $5,851+133.6% |
| Admin fee / account holder | $47 | $13,124-99.6% | $10,844-99.6% | $11,601-99.6% |