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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 | $99,013 | $114,093-13.2% | $96,171+3.0% | $167,536-40.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 2.58% | 190.00%-187.4pp | 192.04%-189.5pp | 478.82%-476.2pp |
| Employer contribution / active EE | $1,740 | $3,429-49.3% | $2,799-37.8% | $4,839-64.1% |
| Participant deferral / active EE | $3,240 | $5,197-37.7% | $4,350-25.5% | $6,342-48.9% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |