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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 | $194,519 | $159,978+21.6% | $147,041+32.3% | $145,978+33.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 0.95% | 98.36%-97.4pp | 419.21%-418.3pp | 550.52%-549.6pp |
| Employer contribution / active EE | $2,430 | $5,288-54.0% | $4,935-50.8% | $4,662-47.9% |
| Participant deferral / active EE | $7,500 | $8,429-11.0% | $8,071-7.1% | $6,690+12.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |