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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 | $91,352 | $150,446-39.3% | $136,297-33.0% | $147,585-38.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.83% | 1049.14%-1044.3pp | 5156.19%-5151.4pp | 578.58%-573.7pp |
| Employer contribution / active EE | $3,025 | $5,256-42.5% | $4,696-35.6% | $4,876-38.0% |
| Participant deferral / active EE | $7,341 | $6,631+10.7% | $6,247+17.5% | $5,439+35.0% |
| Admin fee / account holder | $55 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |