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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 | $166,382 | $72,465+129.6% | $67,575+146.2% | $145,884+14.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 1.22% | 7222.56%-7221.3pp | 3528.98%-3527.8pp | 551.85%-550.6pp |
| Employer contribution / active EE | $4,696 | $3,074+52.8% | $2,736+71.7% | $4,662+0.7% |
| Participant deferral / active EE | $7,482 | $4,786+56.3% | $4,003+86.9% | $6,690+11.8% |
| Admin fee / account holder | $227 | $5,515-95.9% | $3,993-94.3% | $13,392-98.3% |