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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 | $217,441 | $165,381+31.5% | $149,730+45.2% | $158,966+36.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.59% | 348.29%-347.7pp | 276.70%-276.1pp | 302.95%-302.4pp |
| Employer contribution / active EE | $3,500 | $5,104-31.4% | $4,645-24.7% | $4,762-26.5% |
| Participant deferral / active EE | $21,833 | $7,182+204.0% | $6,843+219.1% | $5,983+264.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |