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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 | $195,988 | $111,785+75.3% | $93,669+109.2% | $145,877+34.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.63% | 203.79%-201.2pp | 133.59%-131.0pp | 551.28%-548.7pp |
| Employer contribution / active EE | $4,095 | $3,096+32.3% | $2,424+69.0% | $4,663-12.2% |
| Participant deferral / active EE | $5,771 | $4,919+17.3% | $4,416+30.7% | $6,691-13.7% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |