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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 | $90,530+32.9% | $76,030+58.2% | $145,897-17.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.51% | 625.08%-621.6pp | 361.54%-358.0pp | 552.29%-548.8pp |
| Employer contribution / active EE | $13,358 | $3,319+302.4% | $2,688+397.0% | $4,663+186.5% |
| Participant deferral / active EE | $12,456 | $5,164+141.2% | $4,257+192.6% | $6,689+86.2% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |