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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 | $101,614 | $209,888-51.6% | $189,545-46.4% | $167,553-39.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.72% | 748.66%-745.9pp | 555.36%-552.6pp | 478.89%-476.2pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $180 | $14,300-98.7% | $12,049-98.5% | $12,316-98.5% |