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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 | $99,921+52.3% | $85,009+79.0% | $145,959+4.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -2.49% | 83.89%-86.4pp | 66.47%-69.0pp | 561.95%-564.4pp |
| Employer contribution / active EE | $12,342 | $3,233+281.8% | $2,728+352.4% | $4,661+164.8% |
| Participant deferral / active EE | $23,128 | $5,293+337.0% | $4,522+411.5% | $6,689+245.8% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |