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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 | $79,589 | $72,465+9.8% | $67,575+17.8% | $145,884-45.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.74% | 7222.56%-7213.8pp | 3528.98%-3520.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $13,767 | $3,074+347.9% | $2,736+403.3% | $4,662+195.3% |
| Participant deferral / active EE | $8,882 | $4,786+85.6% | $4,003+121.8% | $6,690+32.8% |
| Admin fee / account holder | $6 | $5,515-99.9% | $3,993-99.8% | $13,392-100.0% |