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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 | $79,886 | $171,867-53.5% | $149,721-46.6% | $147,586-45.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.39% | 2113.36%-2109.0pp | 1501.67%-1497.3pp | 578.59%-574.2pp |
| Employer contribution / active EE | $21,574 | $6,275+243.8% | $5,444+296.3% | $4,876+342.4% |
| Participant deferral / active EE | $12,101 | $7,270+66.5% | $6,568+84.2% | $5,439+122.5% |
| Admin fee / account holder | $15 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |