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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 | $111,785+6.7% | $93,669+27.3% | $145,877-18.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.43% | 203.79%-201.4pp | 133.59%-131.2pp | 551.28%-548.8pp |
| Employer contribution / active EE | $7,169 | $3,096+131.6% | $2,424+195.8% | $4,663+53.7% |
| Participant deferral / active EE | $13,072 | $4,919+165.8% | $4,416+196.0% | $6,691+95.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |