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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 | $229,435 | $125,184+83.3% | $105,607+117.3% | $145,884+57.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 1.77% | 225.00%-223.2pp | 116.11%-114.3pp | 551.85%-550.1pp |
| Employer contribution / active EE | $14,588 | $3,720+292.2% | $3,167+360.6% | $4,662+212.9% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |