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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 | $119,826 | $109,344+9.6% | $89,400+34.0% | $158,950-24.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.07% | 345.73%-342.7pp | 245.64%-242.6pp | 302.91%-299.8pp |
| Employer contribution / active EE | $19,390 | $3,170+511.6% | $2,586+649.8% | $4,762+307.2% |
| Participant deferral / active EE | $0 | $4,599-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |