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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 | $119,283 | $111,878+6.6% | $93,727+27.3% | $145,897-18.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.43% | 204.28%-201.8pp | 133.83%-131.4pp | 552.29%-549.9pp |
| Employer contribution / active EE | $7,169 | $3,092+131.8% | $2,421+196.1% | $4,663+53.7% |
| Participant deferral / active EE | $13,072 | $4,920+165.7% | $4,417+195.9% | $6,689+95.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |