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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 | $113,006 | $109,372+3.3% | $89,414+26.4% | $158,966-28.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -0.07% | 345.55%-345.6pp | 245.50%-245.6pp | 302.95%-303.0pp |
| Employer contribution / active EE | $3,225 | $3,171+1.7% | $2,586+24.7% | $4,762-32.3% |
| Participant deferral / active EE | $3,225 | $4,598-29.9% | $3,890-17.1% | $5,983-46.1% |
| Admin fee / account holder | $75 | $6,156-98.8% | $4,883-98.5% | $11,250-99.3% |