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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 | $84,537 | $185,883-54.5% | $170,043-50.3% | $139,466-39.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.08% | 60.54%-60.5pp | 53.40%-53.3pp | 373.66%-373.6pp |
| Employer contribution / active EE | $10,220 | $7,596+34.5% | $6,790+50.5% | $4,754+115.0% |
| Participant deferral / active EE | $12,986 | $11,626+11.7% | $10,410+24.7% | $6,712+93.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |