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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 | $162,557 | $88,754+83.2% | $81,820+98.7% | $145,877+11.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | -0.13% | 1031.77%-1031.9pp | 777.93%-778.1pp | 551.28%-551.4pp |
| Employer contribution / active EE | $1,866 | $3,085-39.5% | $2,915-36.0% | $4,663-60.0% |
| Participant deferral / active EE | $2,078 | $4,648-55.3% | $4,323-51.9% | $6,691-68.9% |
| Admin fee / account holder | $10 | $8,424-99.9% | $7,391-99.9% | $13,402-99.9% |