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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 | $144,662 | $88,815+62.9% | $81,882+76.7% | $145,897-0.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.01% | 1033.75%-1024.7pp | 779.47%-770.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $6,754 | $3,086+118.8% | $2,916+131.6% | $4,663+44.9% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |