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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 | $217,447 | $169,361+28.4% | $129,397+68.0% | $145,877+49.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.40% | 14395.54%-14391.1pp | 9453.98%-9449.6pp | 551.28%-546.9pp |
| Employer contribution / active EE | $2,219 | $5,542-60.0% | $4,154-46.6% | $4,663-52.4% |
| Participant deferral / active EE | $6,360 | $4,987+27.5% | $4,167+52.6% | $6,691-4.9% |
| Admin fee / account holder | $8 | $9,903-99.9% | $7,679-99.9% | $13,402-99.9% |