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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 | $63,077 | $181,062-65.2% | $158,223-60.1% | $155,188-59.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -0.54% | 57.39%-57.9pp | 52.09%-52.6pp | 148.84%-149.4pp |
| Employer contribution / active EE | $13,244 | $4,565+190.1% | $4,109+222.3% | $4,248+211.8% |
| Participant deferral / active EE | $11,265 | $6,134+83.6% | $5,467+106.1% | $6,531+72.5% |
| Admin fee / account holder | $224 | $18,825-98.8% | $16,047-98.6% | $14,480-98.5% |