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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 | $70,525 | $100,901-30.1% | $75,501-6.6% | $147,585-52.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | -0.14% | 35.78%-35.9pp | 27.35%-27.5pp | 578.58%-578.7pp |
| Employer contribution / active EE | $7,108 | $3,253+118.5% | $2,352+202.2% | $4,876+45.8% |
| Participant deferral / active EE | $3,429 | $4,027-14.9% | $3,142+9.1% | $5,439-37.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |