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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 | $73,396 | $202,345-63.7% | $172,755-57.5% | $152,885-52.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.08% | 1029.77%-1018.7pp | 802.94%-791.9pp | 345.39%-334.3pp |
| Employer contribution / active EE | $5,815 | $5,858-0.7% | $5,144+13.0% | $4,763+22.1% |
| Participant deferral / active EE | $3,125 | $5,948-47.5% | $5,198-39.9% | $5,851-46.6% |
| Admin fee / account holder | $27 | $17,111-99.8% | $13,955-99.8% | $11,598-99.8% |