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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 | $37,208 | $183,988-79.8% | $162,177-77.1% | $152,897-75.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1.42% | 150.79%-149.4pp | 115.60%-114.2pp | 345.43%-344.0pp |
| Employer contribution / active EE | $12,824 | $6,370+101.3% | $5,613+128.5% | $4,764+169.2% |
| Participant deferral / active EE | $8,552 | $8,032+6.5% | $7,297+17.2% | $5,851+46.2% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |