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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 | $148,300 | $81,696+81.5% | $70,494+110.4% | $158,982-6.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 1.78% | 208.70%-206.9pp | 109.16%-107.4pp | 302.99%-301.2pp |
| Employer contribution / active EE | $6,316 | $3,220+96.1% | $2,738+130.6% | $4,763+32.6% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |