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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 | $134,275 | $106,008+26.7% | $92,240+45.6% | $147,586-9.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 0.08% | 50.05%-50.0pp | 176.29%-176.2pp | 578.59%-578.5pp |
| Employer contribution / active EE | $808 | $4,333-81.3% | $3,680-78.0% | $4,876-83.4% |
| Participant deferral / active EE | $4,500 | $4,478+0.5% | $3,897+15.5% | $5,439-17.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |