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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 | $241,260 | $165,381+45.9% | $149,730+61.1% | $158,966+51.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.58% | 348.29%-347.7pp | 276.70%-276.1pp | 302.95%-302.4pp |
| Employer contribution / active EE | $3,510 | $5,104-31.2% | $4,645-24.4% | $4,762-26.3% |
| Participant deferral / active EE | $6,650 | $7,182-7.4% | $6,843-2.8% | $5,983+11.1% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |