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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 | $90,722 | $202,342-55.2% | $172,753-47.5% | $152,909-40.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.72% | 1029.88%-1022.2pp | 803.00%-795.3pp | 345.46%-337.7pp |
| Employer contribution / active EE | $5,419 | $5,857-7.5% | $5,144+5.4% | $4,764+13.8% |
| Participant deferral / active EE | $2,270 | $5,948-61.8% | $5,198-56.3% | $5,851-61.2% |
| Admin fee / account holder | $63 | $17,112-99.6% | $13,956-99.5% | $11,601-99.5% |