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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 | $104,131 | $183,539-43.3% | $155,556-33.1% | $145,897-28.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.95% | 61.31%-60.4pp | 64.84%-63.9pp | 552.29%-551.3pp |
| Employer contribution / active EE | $11,790 | $5,315+121.8% | $4,675+152.2% | $4,663+152.9% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,631+104.2% | $6,689+71.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |