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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 | $90,691+32.6% | $76,119+58.0% | $145,884-17.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.51% | 624.52%-621.0pp | 361.25%-357.7pp | 551.85%-548.3pp |
| Employer contribution / active EE | $13,358 | $3,329+301.3% | $2,693+396.1% | $4,662+186.5% |
| Participant deferral / active EE | $12,456 | $5,167+141.1% | $4,259+192.4% | $6,690+86.2% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |