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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 | $166,131-31.5% | $164,975-31.0% | $145,877-22.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -0.37% | 100.37%-100.7pp | 70.12%-70.5pp | 551.28%-551.6pp |
| Employer contribution / active EE | $8,280 | $5,276+56.9% | $4,343+90.7% | $4,663+77.6% |
| Participant deferral / active EE | $30,500 | $6,962+338.1% | $6,033+405.5% | $6,691+355.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |