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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 | $42,409 | $150,447-71.8% | $136,298-68.9% | $147,586-71.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.15% | 1049.15%-1042.0pp | 5156.27%-5149.1pp | 578.59%-571.4pp |
| Employer contribution / active EE | $7,982 | $5,256+51.8% | $4,696+70.0% | $4,876+63.7% |
| Participant deferral / active EE | $6,156 | $6,631-7.2% | $6,247-1.5% | $5,439+13.2% |
| Admin fee / account holder | $144 | $10,906-98.7% | $9,244-98.4% | $10,886-98.7% |