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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 | $56,990 | $72,071-20.9% | $68,368-16.6% | $137,256-58.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.66% | 353.14%-342.5pp | 292.57%-281.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $5,070 | $2,788+81.9% | $2,649+91.4% | $4,156+22.0% |
| Participant deferral / active EE | $10,333 | $4,410+134.3% | $4,123+150.6% | $6,407+61.3% |
| Admin fee / account holder | $237 | $5,336-95.6% | $5,150-95.4% | $12,270-98.1% |