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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 | $137,073 | $162,529-15.7% | $130,788+4.8% | $154,746-11.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 6.91% | 510.48%-503.6pp | 386.44%-379.5pp | 172.34%-165.4pp |
| Employer contribution / active EE | $7,908 | $4,447+77.8% | $3,558+122.3% | $4,379+80.6% |
| Participant deferral / active EE | $5,598 | $4,808+16.4% | $4,137+35.3% | $6,730-16.8% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |