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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 | $105,124 | $72,446+45.1% | $67,561+55.6% | $145,877-27.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.61% | 7211.98%-7203.4pp | 3525.44%-3516.8pp | 551.28%-542.7pp |
| Employer contribution / active EE | $3,846 | $3,072+25.2% | $2,735+40.6% | $4,663-17.5% |
| Participant deferral / active EE | $3,846 | $4,785-19.6% | $4,003-3.9% | $6,691-42.5% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |