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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 | $125,279 | $88,754+41.2% | $81,820+53.1% | $145,877-14.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.65% | 1031.77%-1026.1pp | 777.93%-772.3pp | 551.28%-545.6pp |
| Employer contribution / active EE | $3,600 | $3,085+16.7% | $2,915+23.5% | $4,663-22.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |