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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 | $134,611 | $100,911+33.4% | $90,440+48.8% | $158,966-15.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.59% | 1726.62%-1722.0pp | 1294.38%-1289.8pp | 302.95%-298.4pp |
| Employer contribution / active EE | $3,290 | $3,690-10.9% | $3,263+0.8% | $4,762-30.9% |
| Participant deferral / active EE | $10,285 | $4,348+136.5% | $3,964+159.5% | $5,983+71.9% |
| Admin fee / account holder | $26 | $6,507-99.6% | $5,615-99.5% | $11,250-99.8% |