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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 | $236,470 | $149,040+58.7% | $120,225+96.7% | $137,256+72.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 3.08% | 605.68%-602.6pp | 439.23%-436.1pp | 220.34%-217.3pp |
| Employer contribution / active EE | $2,197 | $4,350-49.5% | $3,475-36.8% | $4,156-47.1% |
| Participant deferral / active EE | $12,590 | $4,655+170.5% | $3,999+214.8% | $6,407+96.5% |
| Admin fee / account holder | $8 | $6,348-99.9% | $5,696-99.9% | $12,270-99.9% |