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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 | $101,143 | $150,445-32.8% | $136,297-25.8% | $147,585-31.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.19% | 1049.14%-1044.9pp | 5156.16%-5152.0pp | 578.57%-574.4pp |
| Employer contribution / active EE | $26,667 | $5,256+407.3% | $4,696+467.9% | $4,876+446.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |