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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 | $201,737 | $157,304+28.2% | $141,197+42.9% | $152,909+31.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -3.56% | 64.34%-67.9pp | 71.41%-75.0pp | 345.46%-349.0pp |
| Employer contribution / active EE | $2,325 | $5,263-55.8% | $4,736-50.9% | $4,764-51.2% |
| Participant deferral / active EE | $16,640 | $7,111+134.0% | $6,710+148.0% | $5,851+184.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |