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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 | $112,853 | $84,713+33.2% | $75,717+49.0% | $167,518-32.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 6.13% | 199.49%-193.4pp | 104.58%-98.5pp | 478.71%-472.6pp |
| Employer contribution / active EE | $3,285 | $3,229+1.7% | $2,743+19.7% | $4,838-32.1% |
| Participant deferral / active EE | $3,563 | $4,578-22.2% | $3,821-6.7% | $6,342-43.8% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |