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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 | $98,822 | $99,009-0.2% | $86,581+14.1% | $147,585-33.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.93% | 1312.70%-1307.8pp | 965.06%-960.1pp | 578.58%-573.7pp |
| Employer contribution / active EE | $11,040 | $3,132+252.4% | $2,840+288.8% | $4,876+126.4% |
| Participant deferral / active EE | $4,500 | $3,972+13.3% | $3,609+24.7% | $5,439-17.3% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |