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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 | $139,786 | $169,161-17.4% | $129,295+8.1% | $145,959-4.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.65% | 14348.07%-14341.4pp | 9429.28%-9422.6pp | 561.95%-555.3pp |
| Employer contribution / active EE | $1,590 | $5,543-71.3% | $4,157-61.8% | $4,661-65.9% |
| Participant deferral / active EE | $11,500 | $4,989+130.5% | $4,169+175.8% | $6,689+71.9% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |