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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 | $179,587 | $88,710+102.4% | $81,783+119.6% | $145,959+23.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.79% | 1027.26%-1023.5pp | 775.05%-771.3pp | 561.95%-558.2pp |
| Employer contribution / active EE | $10,000 | $3,083+224.3% | $2,913+243.3% | $4,661+114.6% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |