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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 | $75,174 | $72,403+3.8% | $67,524+11.3% | $145,978-48.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.95% | 7197.23%-7188.3pp | 3519.41%-3510.5pp | 550.52%-541.6pp |
| Employer contribution / active EE | $6,375 | $3,072+107.5% | $2,734+133.2% | $4,662+36.7% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |