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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 | $133,992 | $112,935+18.6% | $90,970+47.3% | $158,966-15.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.89% | 215.79%-211.9pp | 134.58%-130.7pp | 302.95%-299.1pp |
| Employer contribution / active EE | $1,351 | $2,895-53.3% | $2,122-36.4% | $4,762-71.6% |
| Participant deferral / active EE | $1,489 | $4,129-63.9% | $3,373-55.9% | $5,983-75.1% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |