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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 | $88,778+83.1% | $81,844+98.6% | $145,884+11.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | -0.13% | 1033.03%-1033.2pp | 778.87%-779.0pp | 551.85%-552.0pp |
| Employer contribution / active EE | $1,866 | $3,087-39.6% | $2,916-36.0% | $4,662-60.0% |
| Participant deferral / active EE | $2,078 | $4,648-55.3% | $4,323-51.9% | $6,690-68.9% |
| Admin fee / account holder | $10 | $8,430-99.9% | $7,355-99.9% | $13,392-99.9% |