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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 | $88,815+83.0% | $81,882+98.5% | $145,897+11.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | -0.13% | 1033.75%-1033.9pp | 779.47%-779.6pp | 552.29%-552.4pp |
| Employer contribution / active EE | $1,866 | $3,086-39.6% | $2,916-36.0% | $4,663-60.0% |
| Participant deferral / active EE | $2,078 | $4,647-55.3% | $4,323-51.9% | $6,689-68.9% |
| Admin fee / account holder | $10 | $8,434-99.9% | $7,360-99.9% | $13,390-99.9% |