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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 | $86,190 | $72,446+19.0% | $67,561+27.6% | $145,877-40.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.80% | 7211.98%-7205.2pp | 3525.44%-3518.6pp | 551.28%-544.5pp |
| Employer contribution / active EE | $2,800 | $3,072-8.9% | $2,735+2.4% | $4,663-40.0% |
| Participant deferral / active EE | $5,600 | $4,785+17.0% | $4,003+39.9% | $6,691-16.3% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |