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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 | $88,232 | $72,071+22.4% | $68,368+29.1% | $137,256-35.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.09% | 353.14%-346.0pp | 292.57%-285.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $524 | $2,788-81.2% | $2,649-80.2% | $4,156-87.4% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |