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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 | $172,754 | $100,911+71.2% | $90,440+91.0% | $158,966+8.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.25% | 1726.62%-1722.4pp | 1294.38%-1290.1pp | 302.95%-298.7pp |
| Employer contribution / active EE | $9,599 | $3,690+160.1% | $3,263+194.2% | $4,762+101.6% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $97 | $6,507-98.5% | $5,615-98.3% | $11,250-99.1% |