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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 | $58,842 | $198,457-70.4% | $170,435-65.5% | $147,586-60.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 2.81% | 257.30%-254.5pp | 205.94%-203.1pp | 578.59%-575.8pp |
| Employer contribution / active EE | $8,112 | $6,183+31.2% | $5,432+49.3% | $4,876+66.3% |
| Participant deferral / active EE | $9,374 | $5,629+66.5% | $4,939+89.8% | $5,439+72.4% |
| Admin fee / account holder | $209 | $16,852-98.8% | $13,881-98.5% | $10,886-98.1% |