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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 | $39,239 | $169,237-76.8% | $129,339-69.7% | $145,978-73.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.00% | 14364.43%-14357.4pp | 9437.05%-9430.0pp | 550.52%-543.5pp |
| Employer contribution / active EE | $9,190 | $5,540+65.9% | $4,154+121.2% | $4,662+97.1% |
| Participant deferral / active EE | $5,308 | $4,991+6.3% | $4,170+27.3% | $6,690-20.7% |
| Admin fee / account holder | $263 | $9,882-97.3% | $7,668-96.6% | $13,400-98.0% |