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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 | $86,865 | $217,427-60.0% | $185,837-53.3% | $167,518-48.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.39%-148.4pp | 122.08%-122.1pp | 478.71%-478.7pp |
| Employer contribution / active EE | $34,113 | $5,874+480.7% | $5,168+560.1% | $4,838+605.0% |
| Participant deferral / active EE | $25,000 | $6,357+293.3% | $5,568+349.0% | $6,342+294.2% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |