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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 | $133,942 | $183,539-27.0% | $155,556-13.9% | $145,897-8.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.01% | 61.31%-61.3pp | 64.84%-64.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $6,123 | $5,315+15.2% | $4,675+31.0% | $4,663+31.3% |
| Participant deferral / active EE | $10,897 | $6,467+68.5% | $5,631+93.5% | $6,689+62.9% |
| Admin fee / account holder | $16 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |