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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 | $81,189 | $150,447-46.0% | $136,298-40.4% | $147,586-45.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 2.70% | 1049.15%-1046.5pp | 5156.27%-5153.6pp | 578.59%-575.9pp |
| Employer contribution / active EE | $4,092 | $5,256-22.2% | $4,696-12.9% | $4,876-16.1% |
| Participant deferral / active EE | $7,592 | $6,631+14.5% | $6,247+21.5% | $5,439+39.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |