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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 | $244,857 | $175,259+39.7% | $149,723+63.5% | $139,487+75.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.65% | 166.82%-163.2pp | 134.50%-130.8pp | 373.84%-370.2pp |
| Employer contribution / active EE | $9,979 | $5,478+82.2% | $4,821+107.0% | $4,755+109.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |