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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 | $182,116 | $88,778+105.1% | $81,844+122.5% | $145,884+24.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.03% | 1033.03%-1030.0pp | 778.87%-775.8pp | 551.85%-548.8pp |
| Employer contribution / active EE | $15,345 | $3,087+397.1% | $2,916+426.2% | $4,662+229.1% |
| Participant deferral / active EE | $11,130 | $4,648+139.4% | $4,323+157.4% | $6,690+66.4% |
| Admin fee / account holder | $86 | $8,430-99.0% | $7,355-98.8% | $13,392-99.4% |