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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 | $113,110 | $227,633-50.3% | $189,597-40.3% | $167,553-32.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -0.20% | 78.45%-78.6pp | 64.20%-64.4pp | 478.89%-479.1pp |
| Employer contribution / active EE | $4,798 | $5,317-9.8% | $4,412+8.7% | $4,840-0.9% |
| Participant deferral / active EE | $16,240 | $7,003+131.9% | $6,174+163.0% | $6,343+156.0% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |