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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 | $84,870 | $88,778-4.4% | $81,844+3.7% | $145,884-41.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.87% | 1033.03%-1028.2pp | 778.87%-774.0pp | 551.85%-547.0pp |
| Employer contribution / active EE | $2,860 | $3,087-7.3% | $2,916-1.9% | $4,662-38.7% |
| Participant deferral / active EE | $5,617 | $4,648+20.8% | $4,323+29.9% | $6,690-16.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |