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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 | $169,237-17.4% | $129,339+8.1% | $145,978-4.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.65% | 14364.43%-14357.8pp | 9437.05%-9430.4pp | 550.52%-543.9pp |
| Employer contribution / active EE | $1,590 | $5,540-71.3% | $4,154-61.7% | $4,662-65.9% |
| Participant deferral / active EE | $11,500 | $4,991+130.4% | $4,170+175.8% | $6,690+71.9% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |