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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 | $134,535 | $169,336-20.6% | $129,384+4.0% | $145,884-7.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.95% | 14408.70%-14402.8pp | 9461.77%-9455.8pp | 551.85%-545.9pp |
| Employer contribution / active EE | $13,644 | $5,540+146.3% | $4,153+228.5% | $4,662+192.7% |
| Participant deferral / active EE | $6,075 | $4,985+21.9% | $4,166+45.8% | $6,690-9.2% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |