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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 | $154,754-11.4% | $124,206+10.4% | $138,895-1.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 6.91% | 709.28%-702.4pp | 515.27%-508.4pp | 145.39%-138.5pp |
| Employer contribution / active EE | $7,908 | $4,446+77.9% | $3,540+123.4% | $4,194+88.6% |
| Participant deferral / active EE | $5,598 | $4,621+21.1% | $3,968+41.1% | $6,396-12.5% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |