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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 | $93,543 | $102,595-8.8% | $94,057-0.5% | $154,746-39.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 9.89% | 583.42%-573.5pp | 480.62%-470.7pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,006 | $3,147-68.0% | $2,933-65.7% | $4,379-77.0% |
| Participant deferral / active EE | $14,250 | $5,118+178.4% | $4,709+202.6% | $6,730+111.7% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |