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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 | $108,267 | $96,419+12.3% | $80,648+34.2% | $139,487-22.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.98% | 1352.86%-1343.9pp | 937.21%-928.2pp | 373.84%-364.9pp |
| Employer contribution / active EE | $3,040 | $3,261-6.8% | $2,724+11.6% | $4,755-36.1% |
| Participant deferral / active EE | $9,525 | $5,225+82.3% | $4,443+114.4% | $6,713+41.9% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |