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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 | $150,691 | $75,962+98.4% | $154,108-2.2% | $64,173+134.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -9.24% | 30.32%-39.6pp | 735.21%-744.4pp | 7.63%-16.9pp |
| Employer contribution / active EE | $6,258 | $3,350+86.8% | $5,298+18.1% | $2,381+162.9% |
| Participant deferral / active EE | $4,931 | $3,175+55.3% | $5,081-2.9% | $3,470+42.1% |
| Admin fee / account holder | $124 | $5,589-97.8% | $13,411-99.1% | $4,887-97.5% |