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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 | $237,788 | $160,070+48.6% | $147,117+61.6% | $145,897+63.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.95% | 98.69%-93.7pp | 420.54%-415.6pp | 552.29%-547.3pp |
| Employer contribution / active EE | $1,865 | $5,285-64.7% | $4,932-62.2% | $4,663-60.0% |
| Participant deferral / active EE | $23,000 | $8,419+173.2% | $8,065+185.2% | $6,689+243.8% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |