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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 | $241,156 | $171,867+40.3% | $149,721+61.1% | $147,586+63.4% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 3.66% | 2113.36%-2109.7pp | 1501.67%-1498.0pp | 578.59%-574.9pp |
| Employer contribution / active EE | $2,648 | $6,275-57.8% | $5,444-51.4% | $4,876-45.7% |
| Participant deferral / active EE | $5,807 | $7,270-20.1% | $6,568-11.6% | $5,439+6.8% |
| Admin fee / account holder | $196 | $13,799-98.6% | $11,282-98.3% | $10,886-98.2% |