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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 | $120,846 | $99,921+20.9% | $85,009+42.2% | $145,959-17.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -3.00% | 83.89%-86.9pp | 66.47%-69.5pp | 561.95%-565.0pp |
| Employer contribution / active EE | $4,566 | $3,233+41.2% | $2,728+67.4% | $4,661-2.0% |
| Participant deferral / active EE | $11,415 | $5,293+115.7% | $4,522+152.4% | $6,689+70.7% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |