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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 | $65,992 | $168,635-60.9% | $147,617-55.3% | $125,389-47.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.76% | 77.65%-81.4pp | 61.98%-65.7pp | 282.24%-286.0pp |
| Employer contribution / active EE | $16,170 | $6,252+158.6% | $5,564+190.6% | $4,866+232.3% |
| Participant deferral / active EE | $9,813 | $5,507+78.2% | $4,895+100.5% | $5,352+83.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |