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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 | $52,253 | $150,442-65.3% | $136,295-61.7% | $147,585-64.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 9.86% | 1049.09%-1039.2pp | 5155.97%-5146.1pp | 578.56%-568.7pp |
| Employer contribution / active EE | $961 | $5,256-81.7% | $4,695-79.5% | $4,876-80.3% |
| Participant deferral / active EE | $4,271 | $6,630-35.6% | $6,247-31.6% | $5,439-21.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |