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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 | $113,853 | $166,020-31.4% | $164,866-30.9% | $145,959-22.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -0.37% | 100.08%-100.4pp | 69.97%-70.3pp | 561.95%-562.3pp |
| Employer contribution / active EE | $8,280 | $5,275+57.0% | $4,343+90.7% | $4,661+77.7% |
| Participant deferral / active EE | $30,500 | $6,961+338.2% | $6,033+405.6% | $6,689+356.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |