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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 | $235,542 | $107,368+119.4% | $92,915+153.5% | $152,909+54.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.33% | 145.64%-145.3pp | 109.45%-109.1pp | 345.46%-345.1pp |
| Employer contribution / active EE | $7,917 | $4,222+87.5% | $3,653+116.7% | $4,764+66.2% |
| Participant deferral / active EE | $9,580 | $4,848+97.6% | $4,238+126.0% | $5,851+63.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |