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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 | $130,713 | $166,089-21.3% | $164,928-20.7% | $145,978-10.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.34% | 100.26%-98.9pp | 70.08%-68.7pp | 550.52%-549.2pp |
| Employer contribution / active EE | $18,422 | $5,276+249.1% | $4,343+324.1% | $4,662+295.2% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |