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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 | $235,720 | $102,663+129.6% | $86,216+173.4% | $139,466+69.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 2.29% | 1924.52%-1922.2pp | 1169.42%-1167.1pp | 373.66%-371.4pp |
| Employer contribution / active EE | $2,695 | $3,035-11.2% | $2,382+13.2% | $4,754-43.3% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |