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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 | $131,568 | $171,867-23.4% | $149,716-12.1% | $147,585-10.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.18% | 2113.36%-2109.2pp | 1501.67%-1497.5pp | 578.58%-574.4pp |
| Employer contribution / active EE | $19,662 | $6,275+213.4% | $5,444+261.1% | $4,876+303.2% |
| Participant deferral / active EE | $6,554 | $7,270-9.8% | $6,568-0.2% | $5,439+20.5% |
| Admin fee / account holder | $281 | $13,799-98.0% | $11,282-97.5% | $10,886-97.4% |