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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 | $72,465+18.9% | $67,575+27.5% | $145,884-40.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.80% | 7222.56%-7215.8pp | 3528.98%-3522.2pp | 551.85%-545.0pp |
| Employer contribution / active EE | $2,800 | $3,074-8.9% | $2,736+2.4% | $4,662-39.9% |
| Participant deferral / active EE | $5,600 | $4,786+17.0% | $4,003+39.9% | $6,690-16.3% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |