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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 | $107,788 | $84,713+27.2% | $75,717+42.4% | $167,518-35.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 2.36% | 199.49%-197.1pp | 104.58%-102.2pp | 478.71%-476.4pp |
| Employer contribution / active EE | $2,839 | $3,229-12.1% | $2,743+3.5% | $4,838-41.3% |
| Participant deferral / active EE | $4,600 | $4,578+0.5% | $3,821+20.4% | $6,342-27.5% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |