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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 | $222,996 | $101,618+119.4% | $93,063+139.6% | $137,256+62.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 4.65% | 223.95%-219.3pp | 34.15%-29.5pp | 220.34%-215.7pp |
| Employer contribution / active EE | $22,749 | $2,707+740.3% | $2,476+818.7% | $4,156+447.4% |
| Participant deferral / active EE | $20,276 | $4,279+373.8% | $3,958+412.3% | $6,407+216.5% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |