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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 | $95,355 | $114,013-16.4% | $103,693-8.0% | $155,188-38.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.7pp | 80.8%+2.5pp |
| Annual return | 0.00% | 49.31%-49.3pp | 47.61%-47.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $1,871 | $3,131-40.2% | $2,920-35.9% | $4,248-55.9% |
| Participant deferral / active EE | $4,008 | $4,970-19.3% | $4,579-12.5% | $6,531-38.6% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |