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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 | $48,955 | $88,778-44.9% | $81,844-40.2% | $145,884-66.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.42% | 1033.03%-1023.6pp | 778.87%-769.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,783 | $3,087-9.9% | $2,916-4.6% | $4,662-40.3% |
| Participant deferral / active EE | $2,783 | $4,648-40.1% | $4,323-35.6% | $6,690-58.4% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |