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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 | $106,865 | $88,754+20.4% | $81,820+30.6% | $145,877-26.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.66% | 1031.77%-1027.1pp | 777.93%-773.3pp | 551.28%-546.6pp |
| Employer contribution / active EE | $1,210 | $3,085-60.8% | $2,915-58.5% | $4,663-74.1% |
| Participant deferral / active EE | $19,125 | $4,648+311.5% | $4,323+342.4% | $6,691+185.9% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |