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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 | $114,224 | $129,737-12.0% | $119,126-4.1% | $154,746-26.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 0.05% | 379.08%-379.0pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $6,347 | $4,375+45.1% | $4,034+57.4% | $4,379+44.9% |
| Participant deferral / active EE | $10,035 | $5,842+71.8% | $5,318+88.7% | $6,730+49.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |