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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 | $123,346 | $209,425-41.1% | $178,499-30.9% | $158,966-22.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.26% | 188.80%-188.5pp | 151.10%-150.8pp | 302.95%-302.7pp |
| Employer contribution / active EE | $22,808 | $5,707+299.6% | $5,011+355.1% | $4,762+378.9% |
| Participant deferral / active EE | $19,000 | $5,955+219.1% | $5,202+265.2% | $5,983+217.6% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |