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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 | $47,268 | $175,231-73.0% | $149,696-68.4% | $139,466-66.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.11% | 166.77%-156.7pp | 134.46%-124.3pp | 373.66%-363.6pp |
| Employer contribution / active EE | $6,000 | $5,478+9.5% | $4,821+24.5% | $4,754+26.2% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,712+67.6% |
| Admin fee / account holder | $215 | $16,155-98.7% | $13,212-98.4% | $11,409-98.1% |