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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 | $116,081 | $100,938+15.0% | $90,461+28.3% | $158,982-27.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.99% | 1727.20%-1725.2pp | 1294.76%-1292.8pp | 302.99%-301.0pp |
| Employer contribution / active EE | $6,308 | $3,691+70.9% | $3,264+93.3% | $4,763+32.4% |
| Participant deferral / active EE | $4,819 | $4,350+10.8% | $3,964+21.6% | $5,983-19.5% |
| Admin fee / account holder | $8 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |