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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 | $189,941 | $72,071+163.5% | $68,368+177.8% | $137,256+38.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 2.29% | 353.14%-350.9pp | 292.57%-290.3pp | 220.34%-218.1pp |
| Employer contribution / active EE | $4,020 | $2,788+44.2% | $2,649+51.8% | $4,156-3.3% |
| Participant deferral / active EE | $4,030 | $4,410-8.6% | $4,123-2.2% | $6,407-37.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |