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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 | $205,329 | $168,626+21.8% | $133,698+53.6% | $145,897+40.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 2.93% | 1168.99%-1166.1pp | 580.90%-578.0pp | 552.29%-549.4pp |
| Employer contribution / active EE | $3,090 | $5,290-41.6% | $4,218-26.7% | $4,663-33.7% |
| Participant deferral / active EE | $3,863 | $8,688-55.5% | $7,016-44.9% | $6,689-42.3% |
| Admin fee / account holder | $0 | $9,638-100.0% | $6,703-100.0% | $13,390-100.0% |