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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 | $23,144 | $96,419-76.0% | $80,648-71.3% | $139,487-83.4% |
| Participation rate | 84.6% | 73.6%+11.0pp | 67.0%+17.6pp | 80.3%+4.3pp |
| Annual return | 9.11% | 1352.86%-1343.8pp | 937.21%-928.1pp | 373.84%-364.7pp |
| Employer contribution / active EE | $5,573 | $3,261+70.9% | $2,724+104.6% | $4,755+17.2% |
| Participant deferral / active EE | $4,615 | $5,225-11.7% | $4,443+3.9% | $6,713-31.2% |
| Admin fee / account holder | $5 | $6,605-99.9% | $5,382-99.9% | $11,407-100.0% |