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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 | $100,073+20.8% | $85,126+42.0% | $145,877-17.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -3.00% | 84.11%-87.1pp | 66.63%-69.6pp | 551.28%-554.3pp |
| Employer contribution / active EE | $4,566 | $3,236+41.1% | $2,731+67.2% | $4,663-2.1% |
| Participant deferral / active EE | $11,415 | $5,294+115.6% | $4,523+152.3% | $6,691+70.6% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |