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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 | $217,482 | $100,938+115.5% | $90,461+140.4% | $158,982+36.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.44% | 1727.20%-1725.8pp | 1294.76%-1293.3pp | 302.99%-301.5pp |
| Employer contribution / active EE | $21,630 | $3,691+485.9% | $3,264+562.7% | $4,763+354.1% |
| Participant deferral / active EE | $13,927 | $4,350+220.2% | $3,964+251.3% | $5,983+132.8% |
| Admin fee / account holder | $177 | $6,510-97.3% | $5,617-96.9% | $11,252-98.4% |