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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 | $161,050 | $99,079+62.5% | $78,002+106.5% | $273,972-41.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 1.80% | 217.93%-216.1pp | 425.99%-424.2pp | 41.46%-39.7pp |
| Employer contribution / active EE | $7,401 | $3,308+123.7% | $2,470+199.6% | $4,869+52.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13 | $8,954-99.9% | $5,481-99.8% | $10,133-99.9% |