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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 | $152,207 | $100,139+52.0% | $85,187+78.7% | $145,884+4.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -2.49% | 84.15%-86.6pp | 66.67%-69.2pp | 551.85%-554.3pp |
| Employer contribution / active EE | $12,342 | $3,238+281.2% | $2,732+351.7% | $4,662+164.7% |
| Participant deferral / active EE | $23,128 | $5,296+336.7% | $4,525+411.1% | $6,690+245.7% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |