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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 | $124,489 | $99,031+25.7% | $86,597+43.8% | $147,585-15.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.92% | 1312.56%-1307.6pp | 964.96%-960.0pp | 578.57%-573.7pp |
| Employer contribution / active EE | $9,790 | $3,132+212.5% | $2,840+244.8% | $4,876+100.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8 | $5,711-99.9% | $4,906-99.8% | $10,885-99.9% |