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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 | $39,346 | $185,905-78.8% | $170,057-76.9% | $139,487-71.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.56%-60.6pp | 53.42%-53.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $10,700 | $7,597+40.8% | $6,790+57.6% | $4,755+125.0% |
| Participant deferral / active EE | $10,000 | $11,627-14.0% | $10,411-3.9% | $6,713+49.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |