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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 | $244,858 | $96,388+154.0% | $80,627+203.7% | $139,466+75.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 2.39% | 1352.08%-1349.7pp | 936.76%-934.4pp | 373.66%-371.3pp |
| Employer contribution / active EE | $11,220 | $3,260+244.2% | $2,723+312.1% | $4,754+136.0% |
| Participant deferral / active EE | $3,000 | $5,224-42.6% | $4,443-32.5% | $6,712-55.3% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |