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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 | $226,622 | $111,787+102.7% | $93,681+141.9% | $145,978+55.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.63% | 203.52%-202.9pp | 133.47%-132.8pp | 550.52%-549.9pp |
| Employer contribution / active EE | $16,333 | $3,093+428.0% | $2,422+574.3% | $4,662+250.4% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |