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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 | $173,526 | $121,701+42.6% | $104,639+65.8% | $158,982+9.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 1.34% | 465.72%-464.4pp | 340.67%-339.3pp | 302.99%-301.6pp |
| Employer contribution / active EE | $24,354 | $3,165+669.4% | $2,682+808.1% | $4,763+411.3% |
| Participant deferral / active EE | $15,600 | $4,176+273.6% | $3,738+317.3% | $5,983+160.7% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |