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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 | $57,527 | $201,344-71.4% | $184,243-68.8% | $145,877-60.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -3.50% | 29.01%-32.5pp | 28.82%-32.3pp | 551.28%-554.8pp |
| Employer contribution / active EE | $30,997 | $7,022+341.4% | $6,427+382.3% | $4,663+564.7% |
| Participant deferral / active EE | $7,625 | $9,807-22.2% | $9,132-16.5% | $6,691+14.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |