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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 | $126,680 | $150,447-15.8% | $136,298-7.1% | $147,586-14.2% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 7.81% | 1049.15%-1041.3pp | 5156.27%-5148.5pp | 578.59%-570.8pp |
| Employer contribution / active EE | $4,855 | $5,256-7.6% | $4,696+3.4% | $4,876-0.4% |
| Participant deferral / active EE | $4,642 | $6,631-30.0% | $6,247-25.7% | $5,439-14.6% |
| Admin fee / account holder | $101 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |