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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 | $142,001 | $275,752-48.5% | $256,809-44.7% | $198,609-28.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 34.81%-34.8pp | 32.73%-32.7pp | 202.70%-202.7pp |
| Employer contribution / active EE | $3,693 | $7,721-52.2% | $7,263-49.2% | $5,055-26.9% |
| Participant deferral / active EE | $8,307 | $10,037-17.2% | $9,520-12.7% | $6,977+19.1% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |