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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 | $57,774 | $202,460-71.5% | $169,385-65.9% | $139,456-58.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 2.30% | 532.07%-529.8pp | 405.82%-403.5pp | 373.45%-371.1pp |
| Employer contribution / active EE | $11,878 | $4,691+153.2% | $4,012+196.1% | $4,753+149.9% |
| Participant deferral / active EE | $10,000 | $6,938+44.1% | $6,221+60.8% | $6,711+49.0% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |