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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 | $138,009 | $78,694+75.4% | $67,652+104.0% | $125,389+10.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -7.12% | 9.46%-16.6pp | 6625.40%-6632.5pp | 282.24%-289.4pp |
| Employer contribution / active EE | $2,657 | $3,044-12.7% | $2,266+17.3% | $4,866-45.4% |
| Participant deferral / active EE | $6,270 | $4,292+46.1% | $3,560+76.1% | $5,352+17.2% |
| Admin fee / account holder | $292 | $7,403-96.1% | $4,821-93.9% | $9,541-96.9% |