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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 | $219,885 | $109,905+100.1% | $98,506+123.2% | $167,553+31.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 3.21% | 1960.20%-1957.0pp | 1494.92%-1491.7pp | 478.89%-475.7pp |
| Employer contribution / active EE | $5,831 | $3,226+80.8% | $2,961+96.9% | $4,840+20.5% |
| Participant deferral / active EE | $5,734 | $4,674+22.7% | $4,277+34.1% | $6,343-9.6% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |