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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 | $72,403+129.8% | $67,524+146.4% | $145,978+14.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 1.22% | 7197.23%-7196.0pp | 3519.41%-3518.2pp | 550.52%-549.3pp |
| Employer contribution / active EE | $4,696 | $3,072+52.9% | $2,734+71.8% | $4,662+0.7% |
| Participant deferral / active EE | $7,482 | $4,782+56.5% | $4,001+87.0% | $6,690+11.8% |
| Admin fee / account holder | $227 | $5,541-95.9% | $4,001-94.3% | $13,400-98.3% |