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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 | $153,571 | $152,619+0.6% | $125,195+22.7% | $152,909+0.4% |
| Participation rate | 95.0% | 83.3%+11.7pp | 79.8%+15.2pp | 82.5%+12.5pp |
| Annual return | 8.56% | 54.85%-46.3pp | 43.79%-35.2pp | 345.46%-336.9pp |
| Employer contribution / active EE | $7,415 | $4,947+49.9% | $3,866+91.8% | $4,764+55.6% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |