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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 | $52,065 | $150,447-65.4% | $136,298-61.8% | $147,586-64.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 7.86% | 1049.15%-1041.3pp | 5156.27%-5148.4pp | 578.59%-570.7pp |
| Employer contribution / active EE | $2,585 | $5,256-50.8% | $4,696-44.9% | $4,876-47.0% |
| Participant deferral / active EE | $15,377 | $6,631+131.9% | $6,247+146.1% | $5,439+182.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |