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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 | $98,044 | $144,130-32.0% | $117,861-16.8% | $147,586-33.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 4.06% | 531.20%-527.1pp | 335.11%-331.0pp | 578.59%-574.5pp |
| Employer contribution / active EE | $20,097 | $4,897+310.4% | $3,786+430.8% | $4,876+312.1% |
| Participant deferral / active EE | $18,445 | $5,316+246.9% | $4,482+311.5% | $5,439+239.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |