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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 | $121,182 | $166,268-27.1% | $165,100-26.6% | $145,897-16.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.52%-100.5pp | 70.21%-70.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $4,422 | $5,284-16.3% | $4,348+1.7% | $4,663-5.2% |
| Participant deferral / active EE | $8,063 | $6,964+15.8% | $6,035+33.6% | $6,689+20.5% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |