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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 | $157,545 | $88,754+77.5% | $81,820+92.6% | $145,877+8.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.61% | 1031.77%-1023.2pp | 777.93%-769.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,637 | $3,085-47.0% | $2,915-43.9% | $4,663-64.9% |
| Participant deferral / active EE | $11,200 | $4,648+141.0% | $4,323+159.1% | $6,691+67.4% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |