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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 | $114,251 | $100,911+13.2% | $90,440+26.3% | $158,966-28.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.14% | 1726.62%-1726.5pp | 1294.38%-1294.2pp | 302.95%-302.8pp |
| Employer contribution / active EE | $2,424 | $3,690-34.3% | $3,263-25.7% | $4,762-49.1% |
| Participant deferral / active EE | $9,750 | $4,348+124.2% | $3,964+146.0% | $5,983+63.0% |
| Admin fee / account holder | $60 | $6,507-99.1% | $5,615-98.9% | $11,250-99.5% |