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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 | $51,723 | $184,000-71.9% | $162,185-68.1% | $152,909-66.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 9.62% | 150.80%-141.2pp | 115.61%-106.0pp | 345.46%-335.8pp |
| Employer contribution / active EE | $16,492 | $6,370+158.9% | $5,613+193.8% | $4,764+246.2% |
| Participant deferral / active EE | $10,910 | $8,033+35.8% | $7,297+49.5% | $5,851+86.4% |
| Admin fee / account holder | $2 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |