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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 | $121,892 | $165,399-26.3% | $149,745-18.6% | $158,982-23.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.71% | 348.34%-344.6pp | 276.72%-273.0pp | 302.99%-299.3pp |
| Employer contribution / active EE | $7,201 | $5,105+41.1% | $4,646+55.0% | $4,763+51.2% |
| Participant deferral / active EE | $26,474 | $7,183+268.6% | $6,843+286.9% | $5,983+342.5% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |