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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 | $92,797 | $156,927-40.9% | $121,169-23.4% | $139,456-33.5% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 5.32% | 1475.85%-1470.5pp | 986.71%-981.4pp | 373.45%-368.1pp |
| Employer contribution / active EE | $7,143 | $5,542+28.9% | $4,168+71.4% | $4,753+50.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |