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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 | $72,981 | $154,193-52.7% | $130,045-43.9% | $139,466-47.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.13% | 32.51%-23.4pp | -137.30%+146.4pp | 373.66%-364.5pp |
| Employer contribution / active EE | $25,101 | $5,292+374.3% | $4,321+480.9% | $4,754+428.0% |
| Participant deferral / active EE | $2,511 | $6,709-62.6% | $5,820-56.9% | $6,712-62.6% |
| Admin fee / account holder | $88 | $13,989-99.4% | $10,600-99.2% | $11,409-99.2% |