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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 | $43,869 | $150,447-70.8% | $136,298-67.8% | $147,586-70.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.49% | 1049.15%-1040.7pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $1,664 | $5,256-68.3% | $4,696-64.6% | $4,876-65.9% |
| Participant deferral / active EE | $8,323 | $6,631+25.5% | $6,247+33.2% | $5,439+53.0% |
| Admin fee / account holder | $267 | $10,906-97.5% | $9,244-97.1% | $10,886-97.5% |