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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 | $183,516-27.0% | $155,534-13.9% | $145,884-8.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.01% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.9pp |
| Employer contribution / active EE | $6,123 | $5,315+15.2% | $4,675+31.0% | $4,662+31.3% |
| Participant deferral / active EE | $10,897 | $6,467+68.5% | $5,630+93.5% | $6,690+62.9% |
| Admin fee / account holder | $16 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |