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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 | $103,739 | $104,937-1.1% | $84,628+22.6% | $152,897-32.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 2.18% | 373.88%-371.7pp | 258.80%-256.6pp | 345.43%-343.2pp |
| Employer contribution / active EE | $1,618 | $3,303-51.0% | $2,653-39.0% | $4,764-66.0% |
| Participant deferral / active EE | $1,930 | $4,690-58.9% | $3,900-50.5% | $5,851-67.0% |
| Admin fee / account holder | $148 | $6,243-97.6% | $4,914-97.0% | $11,599-98.7% |