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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 | $231,830 | $210,698+10.0% | $178,014+30.2% | $145,959+58.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.38% | 386.27%-385.9pp | 294.80%-294.4pp | 561.95%-561.6pp |
| Employer contribution / active EE | $1,574 | $4,567-65.5% | $3,950-60.2% | $4,661-66.2% |
| Participant deferral / active EE | $3,780 | $6,958-45.7% | $6,276-39.8% | $6,689-43.5% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |