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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 | $197,562 | $111,878+76.6% | $93,727+110.8% | $145,897+35.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 204.28%-204.3pp | 133.83%-133.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $3,064 | $3,092-0.9% | $2,421+26.5% | $4,663-34.3% |
| Participant deferral / active EE | $15,703 | $4,920+219.1% | $4,417+255.5% | $6,689+134.8% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |