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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 | $171,668 | $83,337+106.0% | $67,834+153.1% | $273,972-37.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -0.53% | 259.45%-260.0pp | 138.47%-139.0pp | 41.46%-42.0pp |
| Employer contribution / active EE | $14,830 | $3,287+351.1% | $2,403+517.0% | $4,869+204.6% |
| Participant deferral / active EE | $11,207 | $4,088+174.2% | $3,160+254.7% | $5,287+112.0% |
| Admin fee / account holder | $79 | $6,752-98.8% | $4,622-98.3% | $10,133-99.2% |