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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 | $109,101 | $168,635-35.3% | $147,617-26.1% | $125,389-13.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.67% | 77.65%-82.3pp | 61.98%-66.6pp | 282.24%-286.9pp |
| Employer contribution / active EE | $9,188 | $6,252+46.9% | $5,564+65.1% | $4,866+88.8% |
| Participant deferral / active EE | $16,750 | $5,507+204.2% | $4,895+242.2% | $5,352+213.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |