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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 | $113,141 | $150,447-24.8% | $136,298-17.0% | $147,586-23.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.47% | 1049.15%-1043.7pp | 5156.27%-5150.8pp | 578.59%-573.1pp |
| Employer contribution / active EE | $4,545 | $5,256-13.5% | $4,696-3.2% | $4,876-6.8% |
| Participant deferral / active EE | $4,624 | $6,631-30.3% | $6,247-26.0% | $5,439-15.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |