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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 | $51,934 | $202,342-74.3% | $172,752-69.9% | $152,897-66.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.93% | 1029.83%-1020.9pp | 802.97%-794.0pp | 345.43%-336.5pp |
| Employer contribution / active EE | $14,002 | $5,858+139.0% | $5,144+172.2% | $4,764+193.9% |
| Participant deferral / active EE | $10,570 | $5,948+77.7% | $5,198+103.4% | $5,851+80.7% |
| Admin fee / account holder | $190 | $17,111-98.9% | $13,955-98.6% | $11,599-98.4% |