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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 | $137,618 | $70,366+95.6% | $66,674+106.4% | $138,895-0.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 6.59% | 386.41%-379.8pp | 321.24%-314.7pp | 145.39%-138.8pp |
| Employer contribution / active EE | $11,026 | $2,765+298.8% | $2,620+320.8% | $4,194+162.9% |
| Participant deferral / active EE | $12,201 | $4,374+178.9% | $4,084+198.8% | $6,396+90.8% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |