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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 | $33,349 | $144,130-76.9% | $117,861-71.7% | $147,586-77.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.75% | 531.20%-523.4pp | 335.11%-327.4pp | 578.59%-570.8pp |
| Employer contribution / active EE | $10,000 | $4,897+104.2% | $3,786+164.1% | $4,876+105.1% |
| Participant deferral / active EE | $3,710 | $5,316-30.2% | $4,482-17.2% | $5,439-31.8% |
| Admin fee / account holder | $86 | $10,887-99.2% | $8,021-98.9% | $10,886-99.2% |