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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 | $113,266 | $88,778+27.6% | $81,844+38.4% | $145,884-22.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 5.97% | 1033.03%-1027.1pp | 778.87%-772.9pp | 551.85%-545.9pp |
| Employer contribution / active EE | $595 | $3,087-80.7% | $2,916-79.6% | $4,662-87.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |