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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 | $48,209 | $184,000-73.8% | $162,185-70.3% | $152,909-68.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.27% | 150.80%-139.5pp | 115.61%-104.3pp | 345.46%-334.2pp |
| Employer contribution / active EE | $21,507 | $6,370+237.6% | $5,613+283.1% | $4,764+351.5% |
| Participant deferral / active EE | $13,975 | $8,033+74.0% | $7,297+91.5% | $5,851+138.8% |
| Admin fee / account holder | $60 | $13,124-99.5% | $10,844-99.4% | $11,601-99.5% |