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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 | $120,275 | $90,614+32.7% | $76,089+58.1% | $145,877-17.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.51% | 623.80%-620.3pp | 360.94%-357.4pp | 551.28%-547.8pp |
| Employer contribution / active EE | $13,358 | $3,324+301.8% | $2,690+396.6% | $4,663+186.5% |
| Participant deferral / active EE | $12,456 | $5,168+141.0% | $4,259+192.4% | $6,691+86.2% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |