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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 | $231,546 | $176,105+31.5% | $159,474+45.2% | $167,536+38.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.80% | 331.91%-331.1pp | 263.68%-262.9pp | 478.82%-478.0pp |
| Employer contribution / active EE | $2,443 | $5,299-53.9% | $4,831-49.4% | $4,839-49.5% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |