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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 | $168,783 | $150,447+12.2% | $136,298+23.8% | $147,586+14.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.09% | 1049.15%-1045.1pp | 5156.27%-5152.2pp | 578.59%-574.5pp |
| Employer contribution / active EE | $7,597 | $5,256+44.5% | $4,696+61.8% | $4,876+55.8% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $139 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |