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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 | $198,320 | $109,967+80.3% | $97,197+104.0% | $145,877+36.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.31% | 244.27%-237.0pp | 75.47%-68.2pp | 551.28%-544.0pp |
| Employer contribution / active EE | $25,591 | $3,077+731.8% | $2,723+839.9% | $4,663+448.8% |
| Participant deferral / active EE | $27,861 | $4,676+495.8% | $4,263+553.5% | $6,691+316.4% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |