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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 | $38,184 | $134,817-71.7% | $123,973-69.2% | $155,188-75.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 6.98% | 515.49%-508.5pp | 388.13%-381.1pp | 148.84%-141.9pp |
| Employer contribution / active EE | $9,128 | $4,425+106.3% | $4,126+121.3% | $4,248+114.9% |
| Participant deferral / active EE | $13,151 | $5,706+130.5% | $5,247+150.6% | $6,531+101.4% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |