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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 | $117,745 | $169,336-30.5% | $129,384-9.0% | $145,884-19.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.29% | 14408.70%-14404.4pp | 9461.77%-9457.5pp | 551.85%-547.6pp |
| Employer contribution / active EE | $7,143 | $5,540+28.9% | $4,153+72.0% | $4,662+53.2% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |