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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 | $130,557 | $227,597-42.6% | $189,575-31.1% | $167,536-22.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $17,057 | $5,316+220.9% | $4,412+286.6% | $4,839+252.5% |
| Participant deferral / active EE | $6,500 | $7,002-7.2% | $6,174+5.3% | $6,342+2.5% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |