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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 | $95,753 | $183,592-47.8% | $155,574-38.5% | $145,877-34.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -6.78% | 61.37%-68.2pp | 64.87%-71.7pp | 551.28%-558.1pp |
| Employer contribution / active EE | $10,847 | $5,317+104.0% | $4,676+132.0% | $4,663+132.6% |
| Participant deferral / active EE | $24,150 | $6,466+273.5% | $5,629+329.0% | $6,691+261.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |