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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 | $88,710+83.2% | $81,783+98.8% | $145,959+11.4% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | -0.13% | 1027.26%-1027.4pp | 775.05%-775.2pp | 561.95%-562.1pp |
| Employer contribution / active EE | $1,866 | $3,083-39.5% | $2,913-35.9% | $4,661-60.0% |
| Participant deferral / active EE | $2,078 | $4,645-55.3% | $4,320-51.9% | $6,689-68.9% |
| Admin fee / account holder | $10 | $8,407-99.9% | $7,380-99.9% | $13,398-99.9% |