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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 | $201,105 | $77,920+158.1% | $149,723+34.3% | $75,177+167.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | -4.92% | 31.72%-36.6pp | 134.50%-139.4pp | 160.75%-165.7pp |
| Employer contribution / active EE | $4,661 | $3,138+48.5% | $4,821-3.3% | $2,671+74.5% |
| Participant deferral / active EE | $4,614 | $3,411+35.2% | $5,682-18.8% | $4,126+11.8% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |