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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 | $33,638 | $198,461-83.1% | $170,436-80.3% | $147,585-77.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.01% | 257.30%-254.3pp | 205.94%-202.9pp | 578.57%-575.6pp |
| Employer contribution / active EE | $8,625 | $6,184+39.5% | $5,433+58.8% | $4,876+76.9% |
| Participant deferral / active EE | $6,542 | $5,629+16.2% | $4,939+32.4% | $5,439+20.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |