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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 | $65,542 | $202,342-67.6% | $172,753-62.1% | $152,909-57.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.07% | 1029.88%-1017.8pp | 803.00%-790.9pp | 345.46%-333.4pp |
| Employer contribution / active EE | $3,143 | $5,857-46.3% | $5,144-38.9% | $4,764-34.0% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,851+327.3% |
| Admin fee / account holder | $67 | $17,112-99.6% | $13,956-99.5% | $11,601-99.4% |