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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 | $185,540 | $144,130+28.7% | $117,861+57.4% | $147,586+25.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.50% | 531.20%-525.7pp | 335.11%-329.6pp | 578.59%-573.1pp |
| Employer contribution / active EE | $8,070 | $4,897+64.8% | $3,786+113.1% | $4,876+65.5% |
| Participant deferral / active EE | $2,776 | $5,316-47.8% | $4,482-38.1% | $5,439-49.0% |
| Admin fee / account holder | $271 | $10,887-97.5% | $8,021-96.6% | $10,886-97.5% |