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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 | $126,698 | $112,933+12.2% | $90,970+39.3% | $158,982-20.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.19% | 215.82%-215.6pp | 134.60%-134.4pp | 302.99%-302.8pp |
| Employer contribution / active EE | $5,029 | $2,893+73.8% | $2,122+137.0% | $4,763+5.6% |
| Participant deferral / active EE | $4,833 | $4,128+17.1% | $3,373+43.3% | $5,983-19.2% |
| Admin fee / account holder | $49 | $8,047-99.4% | $5,961-99.2% | $11,252-99.6% |