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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 | $137,064 | $209,888-34.7% | $189,545-27.7% | $167,553-18.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.22% | 748.66%-745.4pp | 555.36%-552.1pp | 478.89%-475.7pp |
| Employer contribution / active EE | $16,373 | $6,915+136.8% | $6,162+165.7% | $4,840+238.3% |
| Participant deferral / active EE | $17,731 | $8,934+98.5% | $8,220+115.7% | $6,343+179.5% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |